Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 in London employer: Coutts
Contact Detail:
Coutts Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Specialist - Adviser, Private Banking in London
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to chat with potential employers or clients, make sure to highlight your knowledge of regulated financial planning products. Share examples of how you've helped UHNW clients in the past. This will show them you’re not just another candidate, but someone who truly understands their needs.
✨Practice Your Pitch
Before any interviews or networking events, practice your elevator pitch. You want to be able to clearly and confidently explain who you are, what you do, and why you’re the best fit for the role. Keep it concise and engaging – you want to leave them wanting to know more!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and ready to take the next step in your career.
We think you need these skills to ace Financial Planning Specialist - Adviser, Private Banking in London
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 in private banking.
Showcase Your Technical Knowledge: We’re keen on seeing your understanding of financial products like pensions and trusts. In your application, don’t shy away from mentioning specific examples where you've successfully used this knowledge to help clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team at StudySmarter!
How to prepare for a job interview at Coutts
✨Know Your Financial Products
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 readiness to provide top-notch advice.
✨Build Rapport with Stakeholders
Since relationship building is key in this role, practice how you can connect with various stakeholders. Think about examples from your past experiences where you successfully built relationships and how that benefited your clients or team.
✨Prepare for Complex Scenarios
Expect to discuss complex client situations during the interview. Prepare by thinking through potential case studies or scenarios you might face in the role. Be ready to explain how you would approach these challenges while balancing client needs with commercial requirements.
✨Showcase Your Communication Skills
Excellent communication is crucial for this position. During the interview, focus on articulating your thoughts clearly and concisely. You might even want to practice explaining complex financial concepts in simple terms, as this will demonstrate your ability to simplify information for clients.