Remote Financial Planning Specialist – Private Banking

NatWest Group; Chandler's Ford; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services organization in the UK seeks a Financial Planning Specialist to provide holistic financial planning advice to private banking clients. This role offers a blend of remote work and in-office collaboration. Ideal candidates will have a Level 6 qualification and experience advising on various financial products. Strong relationship-building skills are essential as you engage with clients and internal stakeholders.

Qualifications

• Knowledge in financial planning, advising on protection, investments, pensions, and estate planning.
• Experience in building relationships with credit functions and banking communities.

Responsibilities

• Provide holistic financial planning advice to private banking clients.
• Deliver regulated financial planning products and build relationships with stakeholders.
• Maintain product documentation and deliver training to teams.
• Support complex transactions balancing client and business needs.

Skills

Financial planning knowledge

Communication skills

Relationship building

Commercial acumen

Regulatory knowledge

Education

Level 6 qualification

Active Statement of Professional Standing

Job description

A leading financial services organization in the UK seeks a Financial Planning Specialist to provide holistic financial planning advice to private banking clients. This role offers a blend of remote work and in-office collaboration. Ideal candidates will have a Level 6 qualification and experience advising on various financial products. Strong relationship-building skills are essential as you engage with clients and internal stakeholders.