Remote Financial Planner – Wealth & Retirement Advisory

Coutts; Aberdeen City; Hybrid; GBP 42,000 - 65,000; Full time

Job summary

Coutts is seeking a Financial Planning Specialist to serve Premier Banking clients across Aberdeen, Dundee and Inverness, delivering bespoke financial planning advice to help clients reach their financial goals.

You’ll work from home part of the time, with two days per week in an office or visiting clients, and you’ll bring a QCF level 4 Regulated Investment Advice qualification with a view to progress to level 6. The role supports growth and client service excellence.

Qualifications

• QCF level 4 qualification in Regulated Investment Advice is required.
• Ideally progressing to QCF level 6.
• Awareness of FCA Training and Competence handbook requirements.
• Experience providing bespoke financial planning advice to Premier Banking clients is advantageous.

Responsibilities

• Provide bespoke financial planning advice across Investment, Retirement Planning, Inheritance Tax and Protection for Premier Banking clients.
• Manage portfolio growth, profitability and mix while delivering sustainable business growth.
• Identify referral opportunities within the bank and ensure alignment with client needs.
• Promote Coutts’ image and build opportunities in defined priority markets.

Skills

Relationship management

Financial planning

Client servicing

Advisory communication

Education

QCF Level 4 Regulated Investment Advice

QCF Level 6 (preferred)

FCA Training & Competence awareness

Job description

Coutts is seeking a Financial Planning Specialist to serve Premier Banking clients across Aberdeen, Dundee and Inverness, delivering bespoke financial planning advice to help clients reach their financial goals.

You’ll work from home part of the time, with two days per week in an office or visiting clients, and you’ll bring a QCF level 4 Regulated Investment Advice qualification with a view to progress to level 6. The role supports growth and client service excellence.