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© All Rights Reserved. ApplyBlast.com
Quilter Cheviot
This client and growth-focused role involves managing an established £45 million client portfolio while driving new business acquisition and deepening client relationships. The Financial Planner provides holistic advice to high-net-worth individuals, utilizing professional networks and company referrals to build a strong pipeline and achieve growth targets. The position requires strong technical knowledge, regulatory adherence, and a focus on delivering excellent client outcomes within a supportive wealth management environment.
Headquarters
London, England, United Kingdom
Company Size
501-1000 employees
Founded
1771
Quilter Cheviot have been helping clients to help grow and preserve their wealth for over 250 years. Discover more about who we are and the services we offer.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Quilter Cheviot.
Quilter Cheviot didn’t post a salary, so this is our estimate from similar listings.
22% below the average for this role