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- Tasks: Help clients achieve financial goals with bespoke planning advice and portfolio management.
- Company: Join a leading bank with a strong reputation in financial services.
- Benefits: Flexible work-from-home options, competitive salary, and professional development opportunities.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: QCF level 4 in Regulated Investment Advice; commitment to progress to level 6.
- Other info: Dynamic role with opportunities for business growth and networking.
The predicted salary is between 36000 - 60000 £ 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.
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 Oadby employer: NatWest Group
Contact Detail:
NatWest Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Specialist in Oadby
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential mentors or colleagues. You never know who might have a lead on your next opportunity!
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills in investment advice and client management. Use social media platforms like LinkedIn to share insights on market trends and financial tips. This will position you as a knowledgeable professional in the field.
✨Tip Number 3
Practice your pitch! When you get the chance to meet potential clients or employers, be ready to articulate your value. Prepare a brief but impactful summary of your experience and how you can help them achieve their financial goals. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented Financial Planning Specialists. By applying directly, you’ll ensure your application gets the attention it deserves. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Financial Planning Specialist in Oadby
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 you can bring value to our team!
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 Skills: Don’t forget to showcase your investment skills and business development abilities. Mention any experience with risk analysis, asset allocation, or client profiling. We’re looking for someone who can hit the ground running and make an impact!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen on joining our team!
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 and respect, so be ready to demonstrate your ability to connect with clients and understand their unique needs.
✨Stay Updated on Market Trends
Before the interview, catch up on the latest financial news and macroeconomic trends. Being informed will not only help you answer questions but also allow you to engage in meaningful discussions about the current market landscape.
✨Practice Your Business Development Pitch
Think about how you can identify opportunities for referrals and business growth. Prepare a few strategies or ideas you could bring to the table, as this will show your proactive approach and understanding of the role's requirements.
