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- Tasks: Help clients achieve financial goals with bespoke planning advice and relationship management.
- Company: Join a dynamic bank focused on client success and collaboration.
- Benefits: Flexible work from home options, competitive salary, and professional development opportunities.
- Other info: Fast-paced environment with excellent growth potential and networking opportunities.
- Why this job: Make a real impact by guiding clients through their financial journeys.
- Qualifications: QCF level 4 in Regulated Investment Advice; commitment to progress to level 6.
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.
- You’ll also be 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.
- Additionally, you’ll need 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: NatWest Group
Contact Detail:
NatWest Group Recruiting Team
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. Join relevant groups and engage with posts to get noticed by potential employers.
✨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 and investment skills.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining us. It shows initiative and gives you a better chance of standing out in the crowd.
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 investment advice. 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 help our clients achieve their goals. Keep it engaging and personal – we love to see your personality!
Showcase Your Relationship Management Skills: Since this role involves a lot of client interaction, make sure to highlight your relationship management skills. Share examples of how you've built trust with clients and provided bespoke advice in the past. We want to know how you connect with people!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at NatWest Group
✨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 built and maintained client relationships in the past. This role is all about trust, so demonstrating your ability to connect with clients and provide tailored advice will set you apart from other candidates.
✨Stay Updated on Market Trends
Before the interview, catch up on the latest financial news and macroeconomic trends. Being able to discuss current market conditions and how they affect investment decisions will impress your interviewers and show that you're proactive.
✨Demonstrate Business Development Acumen
Think of ways you've identified opportunities for growth in previous roles. Be ready to share specific examples of how you've collaborated with others to drive business success, as this will highlight your ability to contribute to the bank's goals.