Financial Planning Specialist

NatWest Group; Chandler's Ford; Hybride; GBP 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

Hybrid work arrangement

Home working

Résumé du poste

NatWest Group is seeking a Financial Planning Specialist to serve Premier Banking clients in Hampshire & Dorset. You will deliver bespoke investment and retirement planning advice, build trusted relationships, and drive portfolio growth.

You’ll hold a QCF Level 4 Regulated Investment Advice qualification (with a path to Level 6) and adhere to FCA standards while working from home part of the week and visiting clients two days per week.

Qualifications

• Must hold a QCF Level 4 Regulated Investment Advice qualification.
• Commitment to progress to QCF Level 6.
• Adherence to FCA Training and Competence requirements.
• Strong focus on treating customers fairly and delivering outstanding service.

Responsabilités

• Meet the financial planning needs of Premier Banking clients with investment, retirement, inheritance tax and protection advice.
• Identify opportunities for referrals to the wider function and match to client needs.
• Keep up-to-date with financial markets and macroeconomic developments.
• Promote NatWest Group’s image and credibility to strengthen business opportunities.

Connaissances

Relationship management

Investment knowledge

Market awareness

Client profiling

Formation

QCF Level 4 Regulated Investment Advice

QCF Level 6 progress

Description du poste

Join us as a Financial Planning Specialist

• Take on a new role, honing your relationship management and financial planning expertise in the Hampshire & Dorset area
• You'll be helping our clients to achieve their financial goals, providing them with bespoke financial planning advice
• This is an opportunity to utilise your QCF level 4 qualification in Regulated Investment Advice in a fast paced, collaborative environment
• You’ll work from home some of the time, but you’ll also spend two days a week working from an office or visiting clients

What You'll Do

As a Financial Planning Specialist, you’ll be meeting the financial planning needs of our Premier Banking clients, providing advice on Investment, Retirement Planning, Inheritance Tax and Protection. You’ll manage the growth, profitability and business mix of your portfolio and deliver sustainable business growth across a broad product range.

You’ll also be:

• Identifying opportunities for referrals to the wider function and making sure that these are suited to the client’s needs
• Keeping up-to-date with financial markets and macroeconomic news, and remaining well informed of the views of markets and asset classes
• Promoting the bank’s image, reputation and credibility in defined priority markets, to strengthen and leverage the brand and build business opportunities

The Skills You'll Need

You’ll need a QCF level 4 qualification in Regulated Investment Advice, and you’ll ideally hold, or have a commitment to progress to, a QCF level 6. You’ll also possess an appropriate qualification in accordance with the FCA Training and Competence handbook. What’s really important is your ability to become a trusted and respected adviser and adhere to the culture and principles of treating customers fairly and delivering outstanding levels of service.

Additionally, you’ll need:

• Investment skills, including expertise in detailed client profiling, risk analysis and asset allocation
• Business development skills to collaborate with a wide network of introducers
• Knowledge of current views on macro-economic environments and financial markets and the ability to articulate them
• The ability to act as a representative in the market place and develop business opportunities with internal and external centres of influence
• Proven competence in discussing advice pricing
• Experience in a similar role preferred