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For Companies At a Glance
- Tasks: Manage investment needs and provide wealth management advice to private banking customers.
- Company: Join a prestigious financial institution with a commitment to your professional growth.
- Benefits: Full-time role with competitive salary and opportunities for development.
- Why this job: Be a trusted advisor and make a real impact on clients' financial futures.
- Qualifications: CISI Level 4 certificate or equivalent and experience in financial planning advice.
- Other info: Dynamic entry-level position with strong career progression potential.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Financial Planner – Midlands and East
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Responsibilities
- You’ll be managing the investment needs of our private banking customers, providing wealth management advice for wealth structuring, investments, bonds, and protection
- Our investment clients will look to you as a trusted advisor to develop and deliver their holistic wealth plans
- You\’ll hone your relationship management skills in an environment where we take a real investment in your development
What you’ll do
- In this key role, you’ll be identifying high potential prospects and acquiring new criteria client relationships. 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.
- 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 new business development, client management and stewardship
- Making sure there is regulatory compliance and risk management for your portfolios
The skills you’ll need
- It’s important that you hold a CISI Level 4 certificate or equivalent and have experience in giving financial planning advice. You’ll also hold investment skills, including expertise in detailed client profiling, risk analysis and asset allocation. You\’ll also be providing advice on pensions, life, estate planning and investment.
To Succeed In This Role You’ll Also Have
- Strong client relationship management skills
- 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
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance and Sales
Industries
- Software Development
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Related roles
- Financial Planning – Trainee Financial Planner – Birmingham – 1 September 2026
- Graduate Programme, Financial Planning – Birmingham (Sept 2026)
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Financial Planner - Midlands and East employer: Coutts
Contact Detail:
Coutts Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Midlands and East
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that Financial Planner role.
✨Tip Number 2
Show off your expertise! Prepare to discuss current financial trends and macroeconomic news during interviews. Being able to articulate your knowledge will impress potential employers and show them you’re the right fit for managing their clients’ wealth.
✨Tip Number 3
Practice your pitch! You’ll need to demonstrate your relationship management skills, so rehearse how you’d approach potential clients. Role-playing with a friend can help you refine your communication style and boost your confidence.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and showcase your skills. Plus, applying directly gives you a better chance of standing out in the crowd. Don’t miss out!
We think you need these skills to ace Financial Planner - Midlands and East
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in wealth management, client relationship management, and any relevant qualifications like the CISI Level 4 certificate. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Be sure to mention specific experiences that demonstrate your expertise in investment advice and client management.
Showcase Your Communication Skills: As a Financial Planner, strong communication is key. In your application, make sure to showcase your ability to convey complex financial concepts clearly. This will help us see how you can build trust with our clients and enhance their experience.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Coutts
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial markets, investment strategies, and wealth management products. Being able to discuss current macroeconomic trends and how they impact investments will show that you're not just knowledgeable but also passionate about the field.
✨Showcase Your Relationship Skills
Since this role involves managing client relationships, be prepared to share examples of how you've successfully built and maintained client connections in the past. Think of specific situations where your communication skills made a difference, and be ready to discuss them.
✨Demonstrate Regulatory Knowledge
Familiarise yourself with the regulatory environment surrounding financial planning and investment advice. Be ready to discuss how you ensure compliance and manage risk in your portfolios, as this is crucial for the role.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. This could be about the company's approach to client management or how they stay ahead in the competitive financial landscape. It shows your interest and helps you gauge if the company is the right fit for you.