Financial Planning Specialist

NatWest Group; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial institution in London seeks a Financial Planning Specialist to provide bespoke wealth management advice and support clients in achieving their financial goals. This hybrid role involves working from home and the office, requiring a QCF level 4 qualification in Regulated Investment Advice. Candidates should demonstrate strong investment skills and previous experience in a similar role. Competitive package offered.

Qualifications

• QCF level 4 qualification in Regulated Investment Advice required.
• Ideally hold or progress to QCF level 6 qualification.
• Proven experience in a similar advisory role preferred.

Responsibilities

• Meet investment needs of private banking clients.
• Undertake investment and pension reviews.
• Identify opportunities for referrals to the wider function.
• Keep up-to-date with financial markets and macroeconomic news.
• Promote the bank’s image and build business opportunities.

Skills

Investment skills

Knowledge of macro-economic environments

Ability to develop business opportunities

Competence in discussing advice pricing

Education

QCF level 4 qualification in Regulated Investment Advice

Commitment to progress to QCF level 6

Job description

Join us as a Financial Planning Specialist in London

• Take on a new role, honing your relationship management and investment expertise
• You’ll be helping our clients to achieve their financial goals, providing them with bespoke wealth management 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

What you'll do

As a Financial Planning Specialist, you’ll be meeting the investment needs of our private banking clients, providing advice on wealth structuring, investments, offshore and onshore bonds and protection. You’ll manage the growth, profitability and business mix of your portfolio and deliver sustainable business growth across a broad product range.

We’ll look to you act as a role model to private bankers, as you demonstrate exemplary new business development, client management and stewardship.

You’ll also be:

• Undertaking investment and pension reviews, liaising with specialists where appropriate
• 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
• 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

Hours

35

Job Posting Closing Date: 12/11/2025

Ways of Working: Hybrid