Remote Financial Planning Specialist - Elite Banking

NatWest Group; Birmingham; Hybrid; GBP 40,000 - 65,000; Full time

Job summary

NatWest Group is looking for a Financial Planning Specialist to deliver bespoke investment and retirement planning advice for Premier Banking clients. You will manage growth and profitability of your portfolio within a fast-paced, collaborative environment.

The role requires a QCF Level 4 Regulated Investment Advice qualification, with a pathway to Level 6, and familiarity with the FCA Training and Competence handbook. Hybrid work arrangement offered.

Qualifications

• QCF Level 4 Regulated Investment Advice qualification is required.
• Commitment to progress to QCF Level 6 is preferred.
• FCA Training and Competence knowledge is essential.

Responsibilities

• Meet financial planning needs of Premier Banking clients with investment, retirement, inheritance tax and protection advice.
• Grow, manage and optimise portfolio profitability and business mix.
• Identify referral opportunities to other functions suited to client needs.
• Stay informed on markets and macroeconomic developments and articulate insights.
• Represent NatWest Group and build opportunities with internal and external centres of influence.

Education

QCF Level 4 Regulated Investment Advice

Commitment to progress to QCF Level 6

FCA Training and Competence knowledge

Tools

FCA Handbook familiarity

Job description

NatWest Group is looking for a Financial Planning Specialist to deliver bespoke investment and retirement planning advice for Premier Banking clients. You will manage growth and profitability of your portfolio within a fast-paced, collaborative environment.

The role requires a QCF Level 4 Regulated Investment Advice qualification, with a pathway to Level 6, and familiarity with the FCA Training and Competence handbook. Hybrid work arrangement offered.