At a Glance
- Tasks: Provide bespoke wealth management advice to private banking clients and enhance client relationships.
- Company: Join NatWest Group, a leading financial services provider with a focus on growth.
- Benefits: Flexible hybrid working, competitive salary, and opportunities for professional development.
- Other info: Dynamic role with a mix of remote work and office collaboration.
- Why this job: Make a real impact in clients' financial lives while enjoying a balanced work environment.
- Qualifications: QCF level 4 Regulated Investment Advice qualification; level 6 preferred.
The predicted salary is between 45000 - 55000 £ per year.
Nat West Group in St Albans is seeking a Financial Planning Specialist to meet the investment needs of private banking clients, providing bespoke wealth management advice and enhancing client relationships.
You'll have a QCF level 4 Regulated Investment Advice qualification, ideally progress to level 6, and you will split time between home working and two days per week in the office, with a focus on growth and excellent service.
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Hybrid Private Wealth Planner (Remote + Office) in St Albans employer: NatWest Group
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