Originate and progress new business opportunities from professional connections (e.g., accountants, solicitors and corporate advisers) and from Quilter’s distribution activity, converting leads into new client relationships.
Build and maintain a targeted professional network and referral pipeline; plan activity, attend events, and execute disciplined follow-up to deliver sustainable inflows.
Generate introductions and referrals from a small portfolio of existing clients by delivering high-quality outcomes and asking for advocacy at the right moments; maintain strong relationships that support ongoing growth.
Own your new-business plan and performance against growth targets (e.g., activity, pipeline, conversions and net flows), working closely with the Area Director and distribution partners to maximise reach and impact.
Operate within FCA rules and Quilter’s ethical, risk and compliance framework, ensuring all advice, documentation and new client onboarding are completed to the required standards.

Essential Diploma/Level 4 qualified in Financial Planning (minimum).
Experience delivering regulated advice to private clients, with strong suitability documentation and FCA awareness.
Desirable Advanced Financial Planning qualifications and/or Investment Advice Certificate (or equivalent).
Experience advising high‑net‑worth clients and collaborating closely with Discretionary Investment Management.
Growth mindset with a strong track record in business development—able to originate opportunities, build trust quickly, and convert prospects into long-term clients.
Strong technical knowledge with sound judgement in risk, suitability and compliance, supported by clear, high-quality client documentation.
Well-connected with credibility among professional introducers; able to generate new business through relationships, referrals from a small existing client base, and strong alignment to a well-developed distribution strategy.
Comfortable with change; keeps up to date with industry developments and translates them into clear client outcomes.

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.

Financial Planner

About this role