Financial Planning Specialist

ACCA Careers; Eastleigh; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Join a leading company as a Financial Planning Specialist, where you'll provide holistic financial planning advice to private banking clients. This role involves building relationships, delivering training, and ensuring outstanding service while managing client needs effectively. You'll work both from home and the office, requiring travel across the Hampshire region. Ideal candidates will have strong financial planning knowledge and excellent communication skills.

Qualifications

• Experience advising on protection, investments, pensions, and estate planning is essential.
• Knowledge of financial planning and regulatory obligations.

Responsibilities

• Deliver regulated holistic financial planning products to clients.
• Build effective relationships with private banking stakeholders.
• Provide end-to-end transaction support for complex deals.

Skills

Financial Planning

Communication

Interpersonal Skills

Commercial Acumen

Strategic Thinking

Education

Level 6 Qualification

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 ensure that our clients' financial needs are met and that they receive 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 maximize 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 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 regarding regulated private banking products, particularly with larger and more complex deals.
• Providing end-to-end transaction support that balances the needs of our clients, commercial aspirations, and broader stakeholder demands, including analyzing large and complex transactions.

The skills you'll need

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

Relationship building with clients and stakeholders is key, so you'll need 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 organization.

Additionally, 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, ensuring effective management and communication.
• Experience with relevant policies, regulatory obligations, and risk management of regulated private banking products.

Hours

35

Job Posting Closing Date:

05/05/2025

Ways of Working:

Office First