Quilter Financial Planning has appointed Rachel Trundle (pictured) as head of adviser relationships for its mortgage and protection network.
She joins from The Exeter, where she served as national account manager, bringing more than 20 years of experience across financial services and the protection market.
Prior to joining The Exeter, Trundle held national account development roles at Friends Life UK and has also founded and led businesses outside the financial services sector.
Trundle will report to Zara Bray, distribution director for Quilter’s mortgage and protection network, and will oversee the relationship management team while working closely with appointed representative (AR) firms across the network.
Bray said: “We are pleased to welcome Rachel to Quilter Financial Planning.
“She brings strong experience in the protection market and a clear understanding of the relationship between providers, advisers and firms.
“Rachel joins from The Exeter, one of the providers on our protection panel, and has worked closely with advisers across the market.
“That experience gives her a practical understanding of the support firms need, particularly when it comes to building strong relationships and helping advisers deliver good client outcomes.
“Her appointment reflects our continued focus on ensuring firms in the network receive consistent, practical support as they develop their businesses and serve their clients.”
Trundle added: “I’m very pleased to be joining Quilter Financial Planning and to be working with Zara and the wider mortgage and protection network team.
“In today’s environment, where protection is increasingly integral to comprehensive financial advice, I am excited to build on what is already an excellent proposition.
“This role offers the opportunity to further strengthen Quilter’s focus on protection and I look forward to supporting advisers to continue to deliver fantastic outcomes for their clients.”