Coutts in Hampshire & Dorset is seeking a Financial Planning Specialist to meet Premier Banking clients' needs, offering bespoke financial planning advice across Investment, Retirement Planning, Inheritance Tax and Protection.
You will grow your portfolio, work partly from home and visit clients, spending two days a week in the office, focusing on trusted advisory relationships and delivering outstanding service.
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Hybrid Financial Planning Specialist – Client Growth 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.
