NatWest Group is seeking a Financial Planning Specialist to serve Premier Banking clients in Hampshire & Dorset. You will deliver bespoke investment and retirement planning advice, build trusted relationships, and drive portfolio growth.
You’ll hold a QCF Level 4 Regulated Investment Advice qualification (with a path to Level 6) and adhere to FCA standards while working from home part of the week and visiting clients two days per week.
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Premier Banking: Financial Planning Specialist (Hybrid) employer: NatWest Group
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