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.
#J-18808-Ljbffr
Wealth & Retirement Planner — Hybrid Client Advisor in Birmingham employer: Coutts
At Coutts and Evelyn Partners, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture. As an Offering Manager, you'll not only have the opportunity to shape strategic investment propositions but also benefit from a supportive environment that encourages professional growth and development. With a flexible working arrangement and a vibrant London office, you will be part of a dynamic team dedicated to delivering market-leading solutions while influencing key stakeholders in the industry.
