Senior Financial Planner – HNW Private Clients

Quilter Cheviot in Birmingham is seeking an experienced Financial Planner to service an existing portfolio of high-net-worth clients. The role focuses on delivering excellent financial advice and ongoing service, strengthening long-term relationships, and driving client satisfaction.

You will grow assets under advice by delivering holistic planning, leveraging your network, warm leads from Quilter, and client bank opportunities, while collaborating with discretionary investment specialists.

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