Senior Financial Planner: Grow £45M AUM & Win New Work

Company: Quilter
Apply for the Senior Financial Planner: Grow £45M AUM & Win New Work
Location: Chester
Job Description:

Quilter Cheviot in Chester seeks a Financial Planner to manage an established client portfolio (£45m AUM) and to grow the business by developing new client relationships and advising on holistic financial solutions. You’ll work with discretionary investment teams while building a strong pipeline and ensuring compliant, high-quality client service.

You will leverage your Diploma in Financial Planning and industry experience to deliver tailored advice to high-net-worth clients and to enhance the

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Posted: September 23rd, 2026