Wealth & Retirement Planner — Hybrid Client Advisor

Coutts; Birmingham; Hybrid; GBP 32,000 - 52,000; Full time

Benefits offered by this job

Hybrid work

Office visits

Job summary

Coutts is seeking a Financial Planning Specialist to serve Premier Banking clients from Birmingham. You will deliver bespoke investment and retirement planning advice, helping clients reach their financial goals, while managing risk and portfolio growth.

You'll work from home part of the week and spend two days in the office or visiting clients, using your QCF level 4 Regulated Investment Advice qualification and progressing toward level 6. A client-centric, compliant approach is essential.

Qualifications

• Strong relationship management and client-focused advisory skills.
• Ability to translate complex financial information into understandable guidance.
• Experience in or exposure to Premier Banking or high-net-worth clients.

Responsibilities

• Provide bespoke financial planning and investment advice to Premier Banking clients.
• Manage growth and profitability of your portfolio and drive sustainable business growth.
• Identify and refer opportunities to broader bank teams to meet client needs.

Skills

Relationship management

Financial planning

Client communication

Market awareness

Education

QCF Level 4 Regulated Investment Advice

QCF Level 6 (desired)

FCA Training & Competence

Job description

Coutts is seeking a Financial Planning Specialist to serve Premier Banking clients from Birmingham. You will deliver bespoke investment and retirement planning advice, helping clients reach their financial goals, while managing risk and portfolio growth.

You'll work from home part of the week and spend two days in the office or visiting clients, using your QCF level 4 Regulated Investment Advice qualification and progressing toward level 6. A client-centric, compliant approach is essential.