Financial Planning Specialist

NatWest Group; Chandler's Ford; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services organization in the UK seeks a Financial Planning Specialist to provide holistic financial planning advice to private banking clients. This role offers a blend of remote work and in-office collaboration. Ideal candidates will have a Level 6 qualification and experience advising on various financial products. Strong relationship-building skills are essential as you engage with clients and internal stakeholders.

Qualifications

• Knowledge in financial planning, advising on protection, investments, pensions, and estate planning.
• Experience in building relationships with credit functions and banking communities.

Responsibilities

• Provide holistic financial planning advice to private banking clients.
• Deliver regulated financial planning products and build relationships with stakeholders.
• Maintain product documentation and deliver training to teams.
• Support complex transactions balancing client and business needs.

Skills

Financial planning knowledge

Communication skills

Relationship building

Commercial acumen

Regulatory knowledge

Education

Level 6 qualification

Active Statement of Professional Standing

Job description

Join us as a Financial Planning Specialist

• For a client focused financial professional, this is an opportunity to take on a key role with great exposure in Financial Planning
• We’ll look to you to provide specialist, holistic financial planning advice to our Coutts private banking clients
• Our customers need their money to be well managed, and in Financial Planning, we provide the right information to help our customers make good decisions about protecting what matters most to them
• You’ll work from home some of the time, but you’ll also spend at least two or three days a week working from the office
• You'll be required to travel regularly across the Hampshire region to meet clients

What you'll do

In this client focused role, you’ll be making sure that our clients’ financial needs are met and that they receive an outstanding service as you provide thorough and comprehensive advice on our regulated private banking products and services. You’ll be valued for your expertise on these, using it to upskill advisers to ensure they deliver a great client experience and maximise the effectiveness of our regulated private banking client proposition.

Your role will also involve:

• Delivering regulated holistic financial planning products to our Coutts private banking clients to help us to achieve our overall sustainable credit growth and profitability targets
• Building effective relationships with private banking stakeholders to promote our core products and services
• Developing and maintaining product documents, including sales guides, aide memoirs and user manuals, and delivering training to coverage teams and other key stakeholders
• Providing guidance to coverage teams in respect of regulated private banking products, particularly with larger and more complex deals
• Providing end-to-end transaction support which balances the needs of our clients, commercial aspirations and broader stakeholder demands, including analysing large and complex transactions

The skills you'll need

We’re looking for someone with knowledge and an understanding of financial planning, ideally as an existing, practising and authorised financial planner. You'll need to be Level 6 qualified and have an active Statement of Professional Standing. You'll also have experience advising on protection, investments, pensions and estate planning.

Relationship building with our clients and stakeholders is key in this role, so we’ll need you to have excellent communication and interpersonal skills, as well as experience of building relationships with credit functions and banking communities at a local and regional level within a large organisation.

As well as this, you’ll demonstrate:

• Strong commercial acumen
• An understanding of financial markets, including key drivers for changes in price volatility, investment products and collateral analysis
• Strategic thinking and the ability to simplify complex and conflicting tasks and policy positions, making sure that these are effectively managed and communicated
• Experience of relevant policies, regulatory obligations and risk management of regulated private banking products