Hybrid Financial Planner for Premier Banking Growth

NatWest Group; East Midlands; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A major banking institution in the UK is looking for a Financial Planning Specialist to provide bespoke advice to Premier Banking clients. This hybrid role requires a QCF level 4 qualification in Regulated Investment Advice and preferred experience in financial planning. Responsibilities include managing client portfolios for growth and promoting the bank's image while identifying new business opportunities. A commitment to high service standards is essential.

Qualifications

• QCF level 4 qualification in Regulated Investment Advice required.
• Experience in financial planning or similar roles preferred.
• Strong communication skills and commitment to high service standards.

Responsibilities

• Provide bespoke financial advice to Premier Banking clients.
• Manage client portfolios to ensure growth.
• Promote the bank's image and identify new business opportunities.

Skills

Bespoke financial advice

Client portfolio management

Business development

Education

QCF level 4 qualification in Regulated Investment Advice

Job description

A major banking institution in the UK is looking for a Financial Planning Specialist to provide bespoke advice to Premier Banking clients. This hybrid role requires a QCF level 4 qualification in Regulated Investment Advice and preferred experience in financial planning. Responsibilities include managing client portfolios for growth and promoting the bank's image while identifying new business opportunities. A commitment to high service standards is essential.