Financial Planner - Midlands and East

NatWest Group; Birmingham; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading financial institution in Birmingham is looking for a Financial Planner to manage the investment needs of private banking customers. In this role, you will provide wealth management advice, build client relationships, and ensure regulatory compliance. The ideal candidate will hold a CISI Level 4 certificate and possess strong communication and client management skills. Excellent opportunities for professional development are available.

Qualifications

• Experience in providing financial planning advice.
• Expertise in client profiling, risk analysis, and asset allocation.
• Ability to provide advice on pensions, life, estate planning, and investments.

Responsibilities

• Manage investment needs of private banking clients.
• Develop and deliver holistic wealth plans.
• Build and enhance client relationship management process.
• Provide wealth management product advice and sales.
• Ensure regulatory compliance and risk management.

Skills

Client relationship management

Investment skills

Financial planning advice

Knowledge of macroeconomic environments

Strong communication

Education

CISI Level 4 certificate or equivalent

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

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