At a Glance
- Tasks: Help clients with their financial planning and investment needs while managing a diverse portfolio.
- Company: Join NatWest Group, a leading financial services provider with a focus on customer care.
- Benefits: Enjoy remote/hybrid work options, competitive salary, and opportunities for professional growth.
- Other info: Dynamic role with opportunities to grow your career in the finance sector.
- Why this job: Make a real difference in clients' lives by providing expert financial advice and support.
- Qualifications: QCF level 4 in Regulated Investment Advice; level 6 progression is ideal.
The predicted salary is between 29700 - 36300 £ per year.
Nat West Group in St Albans seeks a Financial Planning Specialist to meet the investment needs of private banking clients, offering wealth structuring, investments, offshore and onshore bonds and protection.
You will grow profitability and manage a diverse portfolio while upholding our standards of customer care.
You'll bring a QCF level 4 qualification in Regulated Investment Advice and ideally progress to level 6.
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Wealth Planning Specialist—Remote/Hybrid Growth in Watford employer: NatWest Group
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