Coutts is seeking a Financial Planning Specialist to advise Premier Banking clients in the Aberdeen area. You will provide bespoke guidance on Investment, Retirement Planning, Inheritance Tax and Protection while managing portfolio growth and profitability.
You will identify referral opportunities, stay informed on markets, and represent the bank to strengthen brand and client opportunities.
#J-18808-Ljbffr
Remote Financial Planning Specialist — Investments 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.
