At a Glance
- Tasks: Help clients achieve financial goals with bespoke planning advice and relationship management.
- Company: Join a dynamic bank with a strong reputation in financial services.
- Benefits: Flexible work options, competitive salary, and opportunities for professional growth.
- Other info: Collaborative environment with opportunities to build a strong professional network.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: QCF level 4 in Regulated Investment Advice; commitment to progress to level 6 preferred.
The predicted salary is between 40000 - 50000 € per year.
Join us as a Financial Planning Specialist. Take on a new role, honing your relationship management and financial planning expertise. You'll be helping our clients to achieve their financial goals, providing them with bespoke financial planning advice. This is an opportunity to utilise your QCF level 4 qualification in Regulated Investment Advice in a fast-paced, collaborative environment. You’ll work from home some of the time, but you’ll also spend two days a week working from an office or visiting clients.
What you'll do:
- As a Financial Planning Specialist, you’ll be meeting the financial planning needs of our Premier Banking clients, providing advice on Investment, Retirement Planning, Inheritance Tax and Protection.
- You’ll manage the growth, profitability and business mix of your portfolio and deliver sustainable business growth across a broad product range.
- Identifying opportunities for referrals to the wider function and making sure that these are suited to the client’s needs.
- Keeping up-to-date with financial markets and macroeconomic news, and remaining well informed of the views of markets and asset classes.
- Promoting the bank’s image, reputation and credibility in defined priority markets, to strengthen and leverage the brand and build business opportunities.
The skills you'll need:
- You’ll need a QCF level 4 qualification in Regulated Investment Advice, and you’ll ideally hold, or have a commitment to progress to, a QCF level 6.
- You’ll also possess an appropriate qualification in accordance with the FCA Training and Competence handbook.
- What’s really important is your ability to become a trusted and respected adviser and adhere to the culture and principles of treating customers fairly and delivering outstanding levels of service.
- Investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.
- Business development skills to collaborate with a wide network of introducers.
- Knowledge of current views on macro-economic environments and financial markets and the ability to articulate them.
- The ability to act as a representative in the market place and develop business opportunities with internal and external centres of influence.
- Proven competence in discussing advice pricing.
- Experience in a similar role preferred.
Financial Planning Specialist in Manchester employer: Coutts
As a Financial Planning Specialist with us, you'll thrive in a dynamic and supportive work culture that prioritises employee growth and development. Enjoy the flexibility of working from home while also engaging with clients and colleagues in a collaborative office environment, all while making a meaningful impact on our clients' financial futures. With access to ongoing training and a commitment to treating customers fairly, this role offers a rewarding career path in a reputable institution.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Specialist in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone who does.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills in financial planning. Engage with relevant content and connect with industry professionals to boost your visibility.
✨Tip Number 3
Practice your pitch! Be ready to explain how your QCF level 4 qualification and experience make you the perfect fit for the role. Tailor your message to highlight your relationship management skills and ability to provide bespoke advice.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team and contributing to our clients' financial success.
We think you need these skills to ace Financial Planning Specialist in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Specialist role. Highlight your QCF level 4 qualification and any relevant experience in financial planning, investment advice, or client management. We want to see how your skills align with 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 helping clients achieve their financial goals. Share specific examples of how you've provided bespoke financial advice in the past. We love a good story!
Showcase Your Knowledge:Demonstrate your understanding of current financial markets and macroeconomic trends in your application. Mention any recent news or developments that could impact our clients. This shows us you’re proactive and well-informed, which is key for this role!
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, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Coutts
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of investment strategies, retirement planning, and inheritance tax. Being able to discuss these topics confidently will show that you're not just qualified, but also passionate about helping clients achieve their financial goals.
✨Showcase Your Relationship Management Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. This role is all about trust and respect, so demonstrating your ability to connect with clients will be key to impressing the interviewers.
✨Stay Updated on Market Trends
Familiarise yourself with the latest macroeconomic news and market trends. Being able to articulate your insights during the interview will highlight your commitment to staying informed and your ability to provide relevant advice to clients.
✨Demonstrate Business Development Acumen
Think of ways you've identified opportunities for referrals or business growth in previous roles. Sharing these experiences will showcase your proactive approach and ability to contribute to sustainable business growth, which is crucial for this position.
