Financial Planner

Job Description

What the Hiring Manager SaysDue to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Leeds. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart, and our unwavering commitment to our clients is what defines us. We have all the ingredients tobe the very best in financial planning, and were now looking for a successful Financial Planner to join us. Our Financial Planners are part of our regional teams, providing financial planning advice to private clients with complex needs. Working collaboratively across Quilters Wealth Management Division, often in partnership with our Investment Managers, you willoffer clients a bespoke financial plan and ongoing service. Our Financial Planners are capable of growing our number of clients, both from referrals and new relationships. We welcome ideas from our Financial Planners, offering support to drive growth through your own innovation. About the RoleLevel : 4 Location : Leeds Contract type : Permanent You will become a key part of our regional teams, providing financial planning advice to private clients with complex needs. This is likely to include areas such as protection needs, savings and investments, retirement and pensions and estate management includingtrusts and inheritance tax planning. Youll manage a portfolio of high-net-worth clients, delivering the required elements relevant to their chosen service level and fee level. Youll seek appropriate business opportunities, both from new and existing clients, working closely with Quilter Cheviot. For example, attending events, being active in local business and communities, following up leads, explaining the Wealth Management Divisionsservices to potential new clients and following up on all opportunities to obtain new clients as well as developing relationships with professional connections. Working closely with your Financial Planning Manager you will help to develop growth plans, contributing to the wider business plan and provide coaching/advice to members of the team, helping to develop our people as well as new business opportunities. Youllalso have the opportunity to provide input into our proposition, service, and colleague development initiatives as an active member of the team. Youll ensure all advice provided is within a strict ethical and compliance framework, ensuring that all operations affecting clients are carried out in accordance with FCA rules, whilst putting clients at the heart of our business. About YouApplications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you dont match our job description exactly, why not take a chance on yourself and apply You could be exactly what this role needs. Youll be a successful Financial Planner, focused on client relationships and service excellence. A self-starter with business development and origination skills, fresh thinking, and lots of ideas. Youll be comfortable with change, able to navigate rapidly changing environments. Youll also need a strong level of technical and product knowledge with highly developed compliance and risk skills, as well as the ability to keep up and distil industry developments. Youll need to be qualified in level 4 standard in Financial Planning as a minimum. Other qualifications, for example, Institute Investment Advice Certificate, the Advanced Financial Planning Certificate, the ATT from the Association of Taxation Techniciansor the ATII from The Chartered Institute of Taxation would be an advantage. Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financialfutures. In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativitythat we need, to help us get there. We are passionate about building an inclusive culture where everyones contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning moreabout joining us. #LI-VS1 #QC QCFP Core Benefits Holiday: 26 days Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the companys performance and their contribution to it Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions Private Medical Insurance: Single cover as standard, cover can be increased at your own cost Life Assurance: 4x your salary, cover can be increased at your own cost Income Protection: 75% of salary payable after 26 weeks of absence In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.