At a Glance
- Tasks: Help clients achieve financial goals with bespoke wealth management advice.
- Company: Dynamic financial institution in St Albans with a collaborative culture.
- Benefits: Flexible work options, competitive salary, and professional development opportunities.
- Other info: Fast-paced environment with excellent career growth potential.
- Why this job: Make a real impact by guiding clients through their investment journeys.
- Qualifications: QCF level 4 in Regulated Investment Advice; commitment to progress to level 6.
The predicted salary is between 40500 - 49500 £ per year.
Join us as a Financial Planning Specialist in St Albans. Take on a new role, honing your relationship management and investment expertise. You'll be helping our clients to achieve their financial goals, providing them with bespoke wealth management 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.
What you'll do:
- As a Financial Planning Specialist, you’ll be meeting the investment needs of our private banking clients, providing advice on wealth structuring, investments, offshore and onshore bonds and protection.
- You’ll manage the growth, profitability and business mix of your portfolio and deliver sustainable business growth across a broad product range.
- We’ll look to you to act as a role model to private bankers, as you demonstrate exemplary new business development, client management and stewardship.
- Undertaking investment and pension reviews, liaising with specialists where appropriate.
- 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.
- 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 Watford employer: NatWest Group
Coutts & Co is an exceptional employer, offering a unique opportunity to join a leading Private Banking and Wealth Management firm during a pivotal growth phase. With a collaborative work culture that prioritises professional development, employees are encouraged to influence strategic decisions while receiving support from senior leaders. The role of Managing Legal Counsel not only provides a platform for impactful legal work but also fosters an environment where innovation and efficiency are valued, making it an ideal place for those seeking meaningful and rewarding employment.
