Hybrid Financial Planning Advisor

Royal Bank of Scotland; United Kingdom; Hybride; GBP 45 000 - 60 000; Plein temps

Résumé du poste

Royal Bank of Scotland is seeking a Financial Planning Specialist to provide bespoke investment and financial planning advice to Premier Banking clients. You will manage portfolios, discuss retirement planning, inheritance tax, and protection, and work to grow the bank’s business across a broad range of products.

You will identify referral opportunities, stay informed on markets, and uphold high standards of customer service and regulatory compliance.

Qualifications

• QCF Level 4 Regulated Investment Advice required.
• Desirable progression to QCF Level 6.
• Compliance with FCA Training and Competence guidelines.

Responsabilités

• Meet financial planning needs of Premier Banking clients with advice on investments, retirement planning, IHT and protection.
• Grow and manage portfolio profitability and mix to deliver sustainable growth.
• Identify referrals and partner with wider network to meet client needs.
• Keep abreast of markets and macroeconomic trends to inform advisory recommendations.

Connaissances

Investment knowledge

Client profiling

Risk analysis

Asset allocation

Business development

Market knowledge

Advisory pricing

Relationship management

Formation

QCF Level 4 Regulated Investment Advice

QCF Level 6 (preferred)

Description du poste

Royal Bank of Scotland is seeking a Financial Planning Specialist to provide bespoke investment and financial planning advice to Premier Banking clients. You will manage portfolios, discuss retirement planning, inheritance tax, and protection, and work to grow the bank’s business across a broad range of products.

You will identify referral opportunities, stay informed on markets, and uphold high standards of customer service and regulatory compliance.