Financial Planner: Grow High Net Worth Client Portfolio

Carlisle Source: WhatJobs
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Quilter Cheviot in the UK is seeking a Financial Planner to grow the lower and high net worth client base, delivering holistic advice and discretionary investment management. You’ll win new business, build long-term relationships, and be rewarded for performance, backed by a strong brand and specialist investment teams.

Based in Glasgow, Edinburgh or Carlisle, the role emphasizes compliant client service, a growth plan with targets, and collaboration with marketing and distribution partners.

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