At a Glance
- Tasks: Lead and coach a team of Financial Planning Advisers to achieve growth and exceptional client service.
- Company: Coutts is a prestigious private bank known for its commitment to excellence and client satisfaction.
- Benefits: Enjoy flexible working with remote options and a supportive, inclusive culture.
- Other info: This role offers a blend of office and remote work, fostering a balanced lifestyle.
- Why this job: Make a significant impact while advancing your career in a dynamic financial environment.
- Qualifications: Must have RDR compliant level 4 qualification and 5+ years of leadership experience in financial advice.
The predicted salary is between 43200 - 72000 £ per year.
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Join to apply for the Financial Planning Advice Team Leader, Private Banking role at Coutts
Join us as a Financial Planning Advice Team Leader in Private Banking
- We’ll look to you to take on direct line management responsibility by leading, performance managing and coaching a team of Regulated Financial Planning Advisers across the balanced business scorecard
- Day-to-day, you’ll support our market’s strategic initiatives to help achieve our growth target to create a diverse and inclusive culture
- Thrive in a role where you’ll be able to make a far-reaching impact through your work and bring a competitive edge to your career profile
- You’ll work from home some of the time but you’ll also spend at least three days a week working from the office
As a Financial Planning Advice Team Leader, within Coutts Private Banking, you’ll focus on the line management and development of your team of Regulated Financial Advisers and ensure that all actions are aligned with our purpose. To do this, you’ll contribute to making our bank a great place to work by role-modelling behaviours.
Alongside this, you’ll assist with the delivery of the strategic direction of our client group to enable growth, while remaining within risk appetite. You’ll also provide inspiring leadership across your team by communicating clearly and with impact.
Your Top Priorities Will Include
- Achieving team performance across all minimum standards and key performance indicators providing great leadership to your team and ensuring the delivery of exceptional client services, as measured by our client metrics
- Providing sales management and performance based skills coaching to your team to achieve great client outcomes through one-to-ones and the use of workflow systems
- Owning the risk and quality metrics that exist in your business area and ensuring that mechanisms are in place to identify, mitigate and report risk within a defined risk appetite
- Forming and delivering the strategic and commercial objectives for the region or client group, as well as the Private Banking function to ensure it\'s fit for purpose in the long-term
- Maintaining and developing an internal and external network and providing continuous improvement feedback to ensure our services and solutions are market-leading
You\'ll need a necessary Training and Competence check clearance along with a clear personal and professional record. The required relevant qualifications which will be an RDR compliant level 4 qualification in financial advice and planning, with a willingness to study towards any further required qualifications. A track record of 5 years or more of managing and leading a team of Regulated Financial Advisers across multiple locations.
You\'ll have career experience of being a financial adviser or player manager in a similar business, with experience of managing a book of clients and giving financial planning advice across structured and/or wrapped products. Knowledge of process improvements and an understanding of the voice of the customer, client journey and product and service strategy.
Furthermore, You’ll Need
- An understanding of the value of client service excellence and knowledge of retail client relationship management financial planning, quality management and risk mitigation
- A background in private banking, core banking, wealth management, asset management or investment management and experience in financial planning or leading a team of financial planners or advisers
- Experience of managing individual and team KPI performance, including producing forecasts and reporting and managing escalated client relationships and all aspects of the pipeline and sales performance management
- The ability to manage multiple and complex internal stakeholder relationships and an awareness of financial markets, advice, planning and legislation and investment products
- Experience of client business retention and development, a track record of successful business growth and the ability to mentor and coach a team
- Knowledge of process improvements and an understanding of the voice of the customer, client journey and product and service strategy
Seniority level
Seniority level
Mid-Senior level
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#J-18808-LjbffrFinancial Planning Advice Team Leader, Private Banking in London employer: Coutts
Coutts is an exceptional employer that fosters a dynamic and inclusive work culture, providing employees with the opportunity to lead and develop a team of Regulated Financial Advisers in the heart of London. With a strong focus on personal growth, performance management, and strategic initiatives, employees can thrive in a supportive environment that values client service excellence and innovation. Enjoy the flexibility of hybrid working while being part of a prestigious institution that prioritises employee well-being and career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Advice Team Leader, Private Banking in London
✨Tip Number 1
Network with professionals in the private banking sector. Attend industry events or webinars where you can meet potential colleagues or mentors who can provide insights into the role and company culture at Coutts.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and private banking. Being knowledgeable about current market conditions and client expectations will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully managed teams in the past. Be ready to share specific examples of how you've achieved performance targets and improved client outcomes.
✨Tip Number 4
Research Coutts' values and strategic initiatives. Understanding their commitment to diversity and inclusion, as well as their approach to client service excellence, will allow you to align your responses with their corporate culture during the interview.
We think you need these skills to ace Financial Planning Advice Team Leader, Private Banking in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in financial planning and team management. Emphasise your leadership skills and any achievements that demonstrate your ability to meet performance indicators.
Craft a Compelling Cover Letter:In your cover letter, express your passion for private banking and your understanding of the role. Mention specific examples of how you've successfully led teams and improved client outcomes in previous positions.
Highlight Relevant Qualifications:Clearly list your RDR compliant level 4 qualification and any other relevant certifications. If you're pursuing further qualifications, mention this to show your commitment to professional development.
Showcase Your Leadership Style:Describe your approach to leadership in your application. Discuss how you motivate and coach your team, and provide examples of how you've fostered a positive and inclusive work environment.
How to prepare for a job interview at Coutts
✨Showcase Your Leadership Skills
As a Financial Planning Advice Team Leader, you'll need to demonstrate your ability to lead and manage a team effectively. Prepare examples of how you've successfully coached and developed team members in the past, focusing on specific outcomes and improvements.
✨Understand the Client Journey
Familiarise yourself with the client journey and how it impacts financial planning. Be ready to discuss how you can enhance client experiences and ensure exceptional service delivery, as this is crucial for the role.
✨Highlight Your Risk Management Experience
Given the importance of risk management in this role, be prepared to discuss your experience in identifying, mitigating, and reporting risks. Share specific examples of how you've managed risk within a financial advisory context.
✨Prepare for Performance Metrics Discussion
You will likely be asked about your experience with KPIs and performance management. Come equipped with data or examples that illustrate how you've achieved or exceeded targets in previous roles, particularly in a financial services environment.
