Financial Planning Specialist

NatWest Group; Fenny Stratford; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services company in the UK is seeking a Financial Planning Specialist to enhance client relationships through bespoke financial planning advice. This role involves managing client portfolios, providing advice on investment and retirement planning, and identifying business opportunities. Candidates must have a QCF level 4 qualification in Regulated Investment Advice and possess strong investment and business development skills. Remote work is available, with some office requirements.

Qualifications

• Proven competence in discussing advice pricing.
• Experience in a similar role preferred.
• Ability to treat customers fairly and deliver outstanding service.

Responsibilities

• Meeting financial planning needs of clients and providing tailored advice.
• Managing portfolio growth and business mix.
• Identifying referral opportunities suited to clients.

Skills

Investment skills

Business development skills

Knowledge of macro-economic environments

Client profiling

Education

QCF level 4 qualification in Regulated Investment Advice

Commitment to progress to QCF level 6

Job description

Overview

Join us as a Financial Planning Specialist

• Take on a new role, honing your relationship management and financial planning expertise
• 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