Teams at Quilter

Provide regulated, holistic financial planning advice to high-net-worth private clients. Maintain and expand an existing client base, generate new business through professional networks and referrals, manage a growth pipeline, build long-term relationships, and increase assets under advice. Ensure FCA compliance, suitable recommendations, accurate documentation, and strong client outcomes while collaborating with discretionary investment specialists and marketing teams.

Provide regulated, holistic financial advice to high-net-worth private clients while managing an inherited £45 million portfolio. Grow existing relationships, win new business through professional networks and referrals, build a qualified pipeline, and increase assets under advice. Maintain FCA compliance, strong documentation, suitability standards, and excellent client outcomes while collaborating with discretionary investment management and marketing teams.

Coordinate and drive front-office initiatives by translating priorities into tasks, tracking progress, raising risks, producing status reporting, supporting governance, and providing basic commercial analysis to inform senior decision-making. Engage stakeholders across front office, Operations, Risk & Compliance, Finance and Technology to ensure alignment and delivery.