At a Glance
- Tasks: Lead a high-performing team of Financial Planning Advisers to achieve client excellence and business growth.
- Company: Join Coutts Private Banking, a leader in financial services with a focus on client success.
- Benefits: Flexible work options, competitive salary, and opportunities for professional development.
- Other info: Dynamic role with strong career progression and a focus on client-centric culture.
- Why this job: Shape the future of financial planning while inspiring a talented team and making a real impact.
- Qualifications: RDR-compliant Level 4 qualification in financial advice and proven leadership experience.
The predicted salary is between 80000 - 100000 € per year.
Join us as a Financial Planning Advice Market Leader in Private Banking. Lead and develop a high-performing team of regulated Financial Planning Advisers, shaping performance, capability and client outcomes across the balanced business scorecard. Play a visible leadership role in delivering strategic growth ambitions, while helping build an inclusive, high-performing and client-focused culture. Take on a role with genuine breadth and influence, where your leadership can shape both team success and the long-term evolution of our financial planning proposition. You’ll work from home some of the time but you’ll also spend at least three days a week in the office working with our team and clients.
What You’ll Do
As a Financial Planning Advice Market Leader, within Coutts Private Banking, you’ll lead the performance, development and day‑to‑day direction of a team of talented Regulated Financial Planning Advisers. This is a leadership role with real commercial and strategic reach, combining people leadership, client excellence, risk discipline and business growth. You’ll create the conditions for your team to perform at their best, role model the standards and behaviours we expect, and help ensure our financial planning offering continues to reflect the quality, judgement and care our clients expect from Coutts. Alongside leading your team, you’ll contribute to the strategic direction of the wider Financial Planning team, supporting sustainable growth while operating within risk appetite. You’ll bring clarity, credibility and energy to your leadership, inspiring confidence across your team and building strong partnerships across the wider business.
Your Key Responsibilities
- Leading, coaching and performance managing a team of regulated Financial Planning Advisers to deliver excellent client outcomes, strong commercial performance and consistently high standards.
- Driving team performance across key metrics and minimum standards, whilst maintaining a strong focus on exceptional client service and client‑led outcomes.
- Providing high‑quality sales leadership and skills coaching through one‑to‑ones, performance oversight and effective use of workflow management systems.
- Owning the risk and quality metrics across your area, ensuring robust mechanisms are in place to identify, mitigate and report risks within defined appetite.
- Shaping and delivering the strategic and commercial priorities for your region or client group, whilst contributing to the long‑term success of the wider Wealth Private Bank function.
- Building strong internal and external networks, using market insight, feedback and continuous improvement to help keep our services and solutions distinctive and market‑leading.
The Skills You’ll Need
You’ll need the appropriate Training and Competence check clearance, alongside a strong personal and professional record. As a minimum, you’ll need an RDR‑compliant Level 4 qualification in financial advice and Planning, together with a willingness to study towards any further qualifications required for the role. We’re looking for someone with a strong track record of leading regulated adviser teams with substantial experience in management or leadership, across multiple office locations, and the credibility to lead experienced professionals in a high‑performing, client‑centric environment. You’ll bring career experience as a financial adviser or player‑manager in a comparable business, with experience of managing a client book and providing financial planning advice across structured and or wrapped products. You’ll also bring a strong understanding of client journey, process improvement, and how to translate the voice of the customer into better outcomes.
You’ll Also Demonstrate
- A deep understanding of client service excellence, financial Planning, relationship management, quality management and risk mitigation.
- Experience in private banking, wealth management, core banking, asset management or investment management, with a strong grounding in financial planning and adviser leadership.
- A strong record of managing individual and team KPI performance, including forecasting, reporting, sales pipeline oversight and escalated client relationships.
- The ability to navigate multiple and complex stakeholder relationships with confidence and credibility.
- A strong awareness of financial markets, advice and planning regulation, legislation and investment products.
- A proven ability to retain and grow business, while mentoring, stretching and developing high‑performing teams.
- Sound judgement, commercial strength and a leadership style that combines high standards with strong coaching capability.
Financial Planning Advice Market Leader, Private Banking in London employer: Coutts
Coutts Private Banking is an exceptional employer, offering a dynamic work environment where leadership and client excellence are at the forefront. With a strong focus on inclusivity and high performance, employees benefit from robust professional development opportunities and the flexibility of hybrid working arrangements. Join us to lead a talented team in shaping the future of financial planning while enjoying a culture that values collaboration and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Advice Market Leader, Private Banking in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning and private banking sectors. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your leadership skills! When you’re chatting with potential employers, highlight your experience in leading teams and driving performance. Share specific examples of how you’ve shaped team success and improved client outcomes. This will help you stand out as a candidate who can make a real impact.
✨Tip Number 3
Prepare for those interviews! Research the company’s values and culture, especially around client service excellence and team performance. Be ready to discuss how your background aligns with their goals and how you can contribute to their strategic growth ambitions. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We want to see your application come through directly. It shows your enthusiasm for the role and gives us a chance to see your profile in the best light. Plus, it’s a great way to ensure you’re considered for all the exciting opportunities we have!
We think you need these skills to ace Financial Planning Advice Market Leader, Private Banking in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Financial Planning Advice Market Leader role. Highlight your leadership experience, client service excellence, and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how your leadership style can contribute to our team. Be genuine and let your personality come through.
Showcase Your Achievements:When detailing your past roles, focus on specific achievements that demonstrate your ability to lead teams and drive performance. Numbers speak volumes, so include metrics where possible to show your impact!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way to ensure your application gets into the right hands and shows your enthusiasm for joining us at StudySmarter!
How to prepare for a job interview at Coutts
✨Know Your Numbers
As a Financial Planning Advice Market Leader, you’ll need to demonstrate your understanding of key performance indicators. Brush up on metrics related to client outcomes and team performance. Be ready to discuss how you've driven results in previous roles.
✨Showcase Your Leadership Style
This role is all about leading a high-performing team. Prepare examples that highlight your leadership style, particularly how you’ve coached and developed advisers in the past. Think about specific situations where your guidance led to improved performance or client satisfaction.
✨Understand the Client Journey
You’ll need to convey a deep understanding of the client journey and how to enhance it. Be prepared to discuss how you’ve translated client feedback into actionable improvements. This shows you’re not just focused on numbers but also on delivering exceptional client service.
✨Network Like a Pro
Building strong internal and external networks is crucial. Think of examples where you’ve successfully leveraged relationships to drive business growth or improve service offerings. This will demonstrate your ability to navigate complex stakeholder relationships effectively.
