Join us as a Financial Planning Specialist in Private Banking
- You’ll be managing the Financial Planning needs of our private banking customers, providing advice for wealth structuring, investments, bonds, and protection
- Our clients will look to you as a trusted advisor to develop and deliver their holistic wealth plans
- Hone your relationship management skills in an environment where we take a real investment in your development
- You will work from home some of the time but be expected to be in the office at least six days a month
What you'll do
In this key role, you'll be providing high quality financial advice to private banking clients, both existing and new to bank. You'll use your communication skills and expert knowledge to deliver outstanding client service, every time. We'll also look to you to build, manage and enhance the client relationship management process.
You'll Also Be
- Providing wealth management product advice and sales to customers in private wealth and private banking
- Keeping up-to-date with financial markets and macroeconomic news while being well informed of our markets and asset classes views
- Promoting our image, reputation and credibility to strengthen and leverage the brand while building opportunities
- Acting as a role model to private bankers in private wealth and private banking through exemplary client management and stewardship
- Making sure there is regulatory compliance and risk management for your advice
The skills you’ll need
It’s important that you hold a CISI/Cii Level 4 certificate, or equivalent. You’ll also hold experience providing regulated financial advice, including expertise in detailed client profiling, risk analysis and asset allocation.
To Succeed In This Role You’ll Also Have
- Regulated Financial Planning Advice Experience
- Strong client relationship management skills
- Indepth Knowledge of Financial Planning products
- Knowledge of macroeconomic environments and financial markets, with the ability to communicate views on these
- The ability to act as a representative in the marketplace
- Strong internal and external stakeholder management skills
Hours
35
Job Posting Closing Date
29/09/2026
Ways of Working:Hybrid
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Financial Planning Specialist - Private Banking employer: ACCA Careers
Join a dynamic and supportive team at ACCA Careers in Taunton, where your expertise as a Senior Accountant will be valued and nurtured. With a clear progression path, you will have the opportunity to mentor junior staff and engage in meaningful advisory roles for a diverse range of clients, all within a collaborative work culture that prioritises professional growth and development. Enjoy the unique advantage of working in a picturesque location while contributing to the success of sole traders, partnerships, and SMEs.
