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- Tasks: Provide expert financial planning advice to ultra high net worth clients.
- Company: Join one of the UK's leading private banks with a client-focused approach.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Dynamic role with significant client interaction and career advancement potential.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong knowledge of regulated financial planning and excellent relationship-building skills.
The predicted salary is between 60000 - 80000 £ per year.
Join us as a Financial Planning Specialist - Adviser in Private Banking. This is a client-focused financial planning role within one of the UK's leading private banks, providing specialist, regulated financial planning advice to private banking clients in the ultra high net worth (UHNW) segments for International and Family Office clients. The role involves significant client interaction, with some remote work and substantial time spent in the office or meeting clients in the UK or offshore.
Responsibilities
- Deliver regulated financial planning products to help achieve sustainable growth and profitability targets.
- Build effective relationships with private banking stakeholders to promote core products and services.
- Develop and deliver training to coverage teams and other key stakeholders.
- Provide guidance to coverage teams on regulated financial planning products, particularly with larger and more complex clients.
- Provide end-to-end transaction support balancing client needs with commercial and stakeholder requirements.
What you’ll do
In this client-focused role, you’ll ensure that our clients’ financial needs are met and they receive outstanding service as you provide thorough and comprehensive advice on our regulated private banking products and services. You’ll be valued for your expertise, using it to upskill advisers and maximise the effectiveness of our regulated private banking client proposition.
The skills you’ll need
- Strong proven knowledge, understanding and experience of regulated financial planning advice, particularly for UHNW clients in our International and Family Office segments.
- Relationship building with clients and stakeholders is key, as is excellent communication and interpersonal skills, and experience working with both internal and external client introducers.
- Excellent technical knowledge on financial planning products including pensions, trusts and protection.
- Minimum of Level 4 qualification, with a strong preference for Level 6 (Cii or CISI).
- Competent Adviser Status (CAS) in your current role with experience providing complex regulated financial advice to UHNW clients.
- Strong commercial acumen and desire to succeed.
- Understanding of financial markets, including drivers of price volatility, investment products and collateral analysis.
- Strategic thinking with the ability to simplify complex information and client positions while ensuring effective management and communication.
- Experience of relevant policies, regulatory obligations and risk management of regulated financial planning products.
Financial Planning Specialist - Adviser, Private Banking employer: Coutts
Contact Detail:
Coutts Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Specialist - Adviser, Private Banking
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential mentors or colleagues. Building relationships can open doors to opportunities you might not find on job boards.
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential employers or clients, make sure to highlight your knowledge of regulated financial planning products. Share insights on how you’ve helped UHNW clients in the past, and don’t forget to ask questions that demonstrate your understanding of their needs.
✨Tip Number 3
Practice your pitch! Whether it’s a casual chat or a formal interview, being able to clearly articulate your experience and how it aligns with the role is crucial. Keep it concise but impactful, focusing on your ability to deliver exceptional service and build strong client relationships.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative to apply directly. It shows you're genuinely interested in joining our team. Plus, you’ll have access to all the latest roles and updates, making it easier for you to land that dream job in private banking.
We think you need these skills to ace Financial Planning Specialist - Adviser, Private Banking
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Specialist role. Highlight your experience with UHNW clients and any relevant qualifications, like Level 4 or 6. 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 your relationship-building skills and any experience with regulated financial products.
Showcase Your Expertise: In your application, don’t shy away from showcasing your technical knowledge on financial planning products. We’re keen to see how you’ve used this expertise to help clients in the past, especially in complex situations.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Coutts
✨Know Your Financial Products Inside Out
Make sure you have a solid understanding of the financial planning products relevant to UHNW clients, such as pensions, trusts, and protection. Brush up on the latest regulations and market trends, as this will show your expertise and confidence during the interview.
✨Build Rapport with Interviewers
Since relationship building is key in this role, practice your interpersonal skills before the interview. Engage with your interviewers by asking insightful questions about their experiences and the company culture, which will help you establish a connection and demonstrate your client-focused mindset.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving abilities and strategic thinking. Prepare examples from your past experience where you successfully navigated complex client situations or provided tailored financial advice, highlighting your commercial acumen and ability to simplify complex information.
✨Showcase Your Training Skills
As part of the role involves developing and delivering training, be ready to discuss any previous experience you have in this area. Think of ways you can illustrate how you've upskilled others or contributed to team development, as this will align with the responsibilities of the position.