Hybrid Financial Planning Specialist - Wealth Advisory

NatWest Group; Fenny Stratford; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services company in the UK is seeking a Financial Planning Specialist to enhance client relationships through bespoke financial planning advice. This role involves managing client portfolios, providing advice on investment and retirement planning, and identifying business opportunities. Candidates must have a QCF level 4 qualification in Regulated Investment Advice and possess strong investment and business development skills. Remote work is available, with some office requirements.

Qualifications

• Proven competence in discussing advice pricing.
• Experience in a similar role preferred.
• Ability to treat customers fairly and deliver outstanding service.

Responsibilities

• Meeting financial planning needs of clients and providing tailored advice.
• Managing portfolio growth and business mix.
• Identifying referral opportunities suited to clients.

Skills

Investment skills

Business development skills

Knowledge of macro-economic environments

Client profiling

Education

QCF level 4 qualification in Regulated Investment Advice

Commitment to progress to QCF level 6

Job description

A leading financial services company in the UK is seeking a Financial Planning Specialist to enhance client relationships through bespoke financial planning advice. This role involves managing client portfolios, providing advice on investment and retirement planning, and identifying business opportunities. Candidates must have a QCF level 4 qualification in Regulated Investment Advice and possess strong investment and business development skills. Remote work is available, with some office requirements.