Wealth Manager, Financial Planning

JR United Kingdom; London; On-site; GBP 55,000 - 85,000; Full time

Job summary

Join a forward-thinking financial institution as a Wealth Manager in Financial Planning. This role offers a unique opportunity to enhance your relationship management and investment skills while helping clients achieve their financial goals through tailored wealth management advice. With a focus on career growth, you will engage with private banking clients, manage investment portfolios, and build strong relationships with stakeholders. If you have a QCF level 4 qualification and aspire to progress, this is the perfect chance to thrive in a dynamic environment and make a significant impact in the financial sector.

Qualifications

• QCF level 4 qualification required, aiming for level 6.
• Experience in regulated investment advice and client profiling.

Responsibilities

• Advise private banking clients on wealth structuring and investments.
• Manage portfolio growth and profitability while ensuring sustainable growth.

Skills

QCF level 4 qualification

Investment advice experience

Knowledge of financial markets

Relationship management

Risk analysis

Education

QCF level 4 qualification

Progression to QCF level 6

Job description

Below is a refined version of the job description with improved formatting and focus:

Client:

NatWest

Location:

London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

4

Posted:

08.05.2025

Expiry Date:

22.06.2025

Job Description:

Join us as a Wealth Manager in Financial Planning. Take on a new role, honing your relationship management and investment expertise. Help clients achieve their financial goals by providing bespoke wealth management advice. If you hold a QCF level 4 qualification and aim to progress to level 6, this is an excellent opportunity for career growth in a fast-paced environment.

What you'll do:

• Meet the investment needs of private banking clients, advising on wealth structuring, investments, offshore and onshore bonds, and protection.
• Manage your portfolio's growth, profitability, and business mix, ensuring sustainable growth across a broad product range.
• Act as a role model to private bankers, demonstrating exemplary client management and new business development.
• Undertake investment and pension reviews, liaising with specialists as needed.
• Identify referral opportunities to the wider team, ensuring they meet client needs.
• Stay informed on financial markets and macroeconomic news.
• Promote the bank’s image and build business opportunities in priority markets.

The skills you'll need:

• QCF level 4 qualification, with a commitment to progress to level 6.
• Appropriate qualification in line with FCA standards.
• Experience in giving regulated investment advice, including client profiling, risk analysis, and asset allocation.
• Knowledge of macro-economic environments and financial markets.
• Ability to build strong relationships with internal and external stakeholders.
• Proven competence in discussing advice pricing.