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About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us. About the Role Level: 4/5 depending on experience Department: Advice - Financial Planning Contract: Permanent Location: Chester, Liverpool or Manchester This is a client and growth focused high-impact role for a Financial Planner who enjoys winning new business, building long-term relationships and being rewarded for overall performance. You will grow the lower and high net worth aligned existing client base alongside utilising your own business development skills to grow the client base. You'll have the backing of a strong brand, marketing support and specialist investment teams-so you can focus on doing great work for clients and winning new ones. You'll drive deeper client engagement providing holistic advice to the existing clients' and also new client growth increasing assets under advice and overall profitability. Using your own network (and warm leads from Quilter), you'll build a strong pipeline and convert opportunities into loyal, long-term client relationships-supported by marketing, colleagues and discretionary investment specialists. • Maintain and grow an existing client base., • Win new clients through your professional network (accountants, solicitors, corporate advisers) and Quilter referrals, converting enquiries into new relationships., • Build and maintain a high-quality pipeline-running events, following up quickly and creating a consistent flow of new business., • Own your growth plan and targets (activity, pipeline and conversion), with coaching and support from the Area Director and distribution partners., • Keep everything compliant-meeting FCA requirements and Quilter values and standards, generating great client outcomes and documentation., • Advancing QC's external Brand and developing a strong personal reputation for your professionalism and the quality of your advice / client service. Consumer Duty This role is within scope of the Consumer Duty and is expected to comply with Quilter Cheviot Consumer Duty policies and requirements. Senior Managers & Certification Regime (SMCR) Roles 4) Functions requiring qualifications About You Key attributes • Strong client care, business development skills and aptitude-able to build trust quickly and turn prospects into long-term clients., • Strong technical knowledge with a focus on intelligent, differentiated client solutions and judgement on risk, suitability and compliance, with clear client documentation., • Well connected with professional introducers; able to generate new business through referrals and an agreed distribution plan., • Adaptable and up to date with the market, turning insights into clear, positive outcomes for clients.Essential, • Level 4 (Diploma) in Financial Planning (minimum)., • Experience giving regulated advice to high-net-worth private clients, with strong communication skills and regulatory adherence/ awareness.Desirable, • Advanced Financial Planning qualifications and/or the Investment Advice Certificate (or equivalent)., • Experience advising existing and new high-net-worth clients and working closely with Discretionary Investment Management.#QC #QuilterCheviot #LI-VS1 Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

A global insurance and consulting firm in Greater London seeks a Broker for its Healthcare team. Responsibilities include client engagement, managing technical insurance activities, and providing benchmarking advice. Ideal candidates possess strong knowledge of the London insurance market and excell

As a Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing great moments and memories too.It's a chance to bring your dedicatio

For this role, we are currently considering candidates who live within approximately.This ensures commutes are manageable and support your wellbeing and.We are looking for an experienced, compassionate Senior Care Assistant to join our team at MHA.This is a key leadership role within the home, suppo

As one of the UK's leading healthcare providers, we take the growth of everyone who works for us seriously.

Relief Social Care Assistant, St Brendan’s, Isle of Barra.Distant Islands Allowance per hour).You will work enthusiastically as a member of a team that promotes and supports Adults with Support Needs to actively take part within local resources and facilities, to maximise their inclusion, independ

As one of the UK's leading healthcare providers, we take the growth of everyone who works for us seriously.

For this role, we are currently considering candidates who live within approximately.This ensures commutes are manageable and support your wellbeing and.We are looking for an experienced, compassionate Senior Care Assistant to join our team at MHA.This is a key leadership role within the home, suppo

As one of the UK's leading healthcare providers, we take the growth of everyone who works for us seriously.

We also promote positive health and wellbeing by offering free access to healthcare, our popular YuLife app, our Cycle to Work scheme and more!.

As a Senior Care Assistant at a Barchester care home, you'll look after the different needs of our residents to enable us to deliver quality, person-centred care and support.Your role will involve supervising and inspiring a team of dedicated Care Assistants alongside the Deputy General Manager.You

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As a Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing great moments and memories too.It's a chance to bring your dedicatio

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We also promote positive health and wellbeing by offering free access to healthcare, our popular YuLife app, our Cycle to Work scheme and more!.

As a Maintenance Assistant at a Barchester care home, you'll help to create the safe and attractive surroundings that enable us to give our residents the quality care and support they deserve.It's important that our homes give the right first impression and that every area is always well-maintained.

We also promote positive health and wellbeing by offering free access to healthcare, our popular YuLife app, our Cycle to Work scheme and more!.

We’re looking for a highly organised and detail-oriented Customer Experience Specialist to join our insurance contact centre team. Minimum 2 years of experience in a customer support, claims, or administrative role within an insurance or compliance-related organisation. Relevant experience in prop

You will also need a UK National Insurance Number, proof of your Right to Work in the UK, commercial vehicle insurance (also referred to as ‘hire and reward’ insurance) and, to pass a background and criminal record check which includes, but is not limited to, a review of driving licence records.

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