Financial Planner

NatWest; City Of London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services provider in the UK is seeking a Financial Planner to manage investment needs and provide wealth management advice to private banking customers. You will develop holistic wealth plans, enhance client relationships, and ensure compliance. This role requires a CISI Level 4 certificate and strong client relationship management skills. The position offers a hybrid working setup with a mix of remote and office work.

Qualifications

• Experience in giving financial planning advice.
• Expertise in detailed client profiling, risk analysis, and asset allocation.
• Providing advice on pensions, life, estate planning, and investments.

Responsibilities

• Managing the investment needs of private banking customers.
• Identifying high potential prospects and acquiring new client relationships.
• Delivering outstanding client service and building client relationship management processes.
• Promoting the brand and managing regulatory compliance.

Skills

Strong client relationship management skills

Knowledge of macroeconomic environments

Strong internal and external stakeholder management skills

Education

CISI Level 4 certificate

Job description

Join us as a Financial Planner

• You’ll be managing the investment needs of our private banking customers, providing wealth management advice for wealth structuring, investments, bonds, and protection
• Our investment clients will look to you as a trusted advisor to develop and deliver their holistic wealth plans
• You’ll hone your relationship management skills in an environment where we take a real investment in your development
• You’ll work from home some of the time, but you’ll also spend at least three days a week working in the Strand office

What you’ll do

In this key role, you’ll be identifying high potential prospects and acquiring new criteria client relationships. You’ll use your communication skills and expert knowledge to deliver outstanding client service, every time. We’ll also look to you to build, manage and enhance the client relationship management process.

You’ll also be:

• Providing wealth management product advice and sales to customers in private wealth and private banking
• Keeping up-to-date with financial markets and macroeconomic news while being well informed of our markets and asset classes views
• Promoting our image, reputation and credibility to strengthen and leverage the brand while building opportunities
• Acting as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship
• Making sure there is regulatory compliance and risk management for your portfolios

The skills you’ll need

It’s important that you hold a CISI Level 4 certificate, or equivalent and have experience in giving financial planning advice. You’ll also hold investment skills, including expertise in detailed client profiling, risk analysis and asset allocation. You’ll also be providing advice on pensions, life, estate planning and investment.

To succeed in this role you’ll also have:

• Strong client relationship management skills
• Knowledge of macroeconomic environments and financial markets, with the ability to communicate views on these
• The ability to act as a representative in the marketplace
• Strong internal and external stakeholder management skills

EEO Statement. We are an equal opportunity employer and provide a safe, inclusive working environment for all employees.