Hybrid Financial Planning Specialist – Client Advisory

RBS

Birmingham

Hybrid

GBP 35,000 - 55,000

Full time

4 days ago

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Job summary

RBS is seeking a Financial Planning Specialist to serve Premier Banking clients with bespoke advice on investments, retirement planning, inheritance tax and protection. You will manage growth and profitability across a broad product range in a fast-paced, collaborative environment.

You will be meeting regulatory requirements, working in a hybrid setup with part-time home working and two days per week in an office or visiting clients, and you’ll aim to progress from a QCF 4 to a QCF 6

Qualifications

QCF level 4 Regulated Investment Advice required; progression to level 6 encouraged.
FCA Training and Competence handbook knowledge or qualification is preferred.

Responsibilities

Meet Premier Banking clients' financial planning needs including investments, retirement, IHT and protection.
Grow and manage portfolio profitability and drive sustainable business growth across a broad product range.
Identify referral opportunities to wider functions aligned to client needs.
Stay informed on macro-economics and financial markets to articulate views clearly.
Promote the bank’s image and build business opportunities within defined markets.