Financial Planning Specialist

NatWest Group; Greater London; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Financial Planning Specialist to join their dynamic team. This exciting role involves managing the investment needs of private banking customers and providing wealth management advice on various financial matters. As a trusted advisor, you will develop holistic wealth plans while building and maintaining strong client relationships. With a hybrid working model, you will enjoy flexibility in your work environment. This is a fantastic opportunity for an entry-level professional to grow in a supportive and collaborative setting, helping clients navigate their financial journeys with confidence.

Qualifications

• Qualified financial planner with expertise in client profiling and risk analysis.
• Strong knowledge of financial markets and effective communication skills.

Responsibilities

• Manage investment needs and provide wealth management advice to clients.
• Develop holistic wealth plans and build strong client relationships.
• Ensure compliance and risk management for client portfolios.

Skills

CISI Level 4 certificate

Client profiling

Risk analysis

Asset allocation

Stakeholder management

Wealth management advice

Education

CISI Level 4 certificate

Job description

Job Description

Join us as a Financial Planning Specialist at NatWest Group.

This role is based in the United Kingdom, with a hybrid working model that includes some remote work and at least three days a week in the office.

Responsibilities

• Manage the investment needs of private banking customers, providing wealth management advice on structuring, investments, estate planning, pension planning, and protection.
• Develop and deliver holistic wealth plans as a trusted advisor to investment clients.
• Build and maintain strong client relationships, acting as a role model in new business development and client management.
• Ensure regulatory compliance and risk management for client portfolios.

Qualifications and Skills

• Hold a CISI Level 4 certificate or equivalent, with active Statement of Professional Standing (SPS).
• Experience as a qualified financial planner with expertise in client profiling, risk analysis, and asset allocation.
• Strong client relationship management skills.
• Knowledge of macroeconomic environments and financial markets, with the ability to communicate views effectively.
• Excellent stakeholder management skills.

Additional Information

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Banking