Hybrid Financial Planning Advisor

Hybrid Financial Planning Advisor

Full-Time On-site
Royal Bank of Scotland

Royal Bank of Scotland is seeking a Financial Planning Specialist to provide bespoke investment and financial planning advice to Premier Banking clients. You will manage portfolios, discuss retirement planning, inheritance tax, and protection, and work to grow the bank’s business across a broad range of products.

You will identify referral opportunities, stay informed on markets, and uphold high standards of customer service and regulatory compliance.

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Hybrid Financial Planning Advisor employer: Royal Bank of Scotland

At NatWest Markets, we pride ourselves on being an exceptional employer, offering a dynamic work environment in the heart of London. Our culture fosters collaboration and innovation, providing employees with ample opportunities for professional growth and development. With a focus on market insights and client relationships, we empower our team to excel in their roles while enjoying a supportive atmosphere that values diversity and inclusion.

Royal Bank of Scotland

Contact Details:

Royal Bank of Scotland Recruitment Team