Hybrid Financial Planning Specialist for Premier Banking

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 United Kingdom seeks a Financial Planning Specialist to meet the investment and retirement needs of Premier Banking clients. This hybrid role requires a QCF level 4 qualification in Regulated Investment Advice and experience in similar roles is preferred. You will provide bespoke financial advice, manage client portfolios for growth, and promote the bank's image while identifying new business opportunities. A commitment to high service standards is essential.