Financial Planning Specialist

NatWest Group; England; Hybrid; GBP 42,000 - 62,000; Full time

Job summary

NatWest Group is seeking a Financial Planning Specialist to serve Premier Banking clients in the Hampshire and Dorset area.

You will provide bespoke financial planning advice across Investment, Retirement Planning, Inheritance Tax and Protection, while managing growth and profitability of your portfolio.

Qualifications

• QCF Level 4 Regulated Investment Advice required; progression to Level 6 encouraged.
• FCA Training and Competence knowledge preferred; ability to adhere to Treating Customers Fairly.

Responsibilities

• Meet financial planning needs of Premier Banking clients with advice on Investment, Retirement Planning, Inheritance Tax and Protection.
• Manage portfolio growth, profitability and mix to deliver sustainable business growth across a broad product range.
• Identify referral opportunities and collaborate with introducers; stay updated on markets and asset classes; promote NatWest Group image and credibility.

Skills

Relationship management

Financial planning

Investment analysis

Market awareness

Business development

Education

QCF Level 4 Regulated Investment Advice

Job description

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