Join us as a Financial Planning Specialist
- Take on a new role, honing your relationship management and financial planning expertise in the Hampshire & Dorset area
- You'll be helping our clients to achieve their financial goals, providing them with bespoke financial planning 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 or visiting clients
What you'll do
As a Financial Planning Specialist, you’ll be meeting the financial planning needs of our Premier Banking clients, providing advice on Investment, Retirement Planning, Inheritance Tax and Protection. You’ll manage the growth, profitability and business mix of your portfolio and deliver sustainable business growth across a broad product range.
You’ll also be:
- 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
- Business development skills to collaborate with a wide network of introducers
- 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
Hours
35Job Posting Closing Date:
07/11/2026Ways of Working:HybridSkills Required
- QCF Level 4 qualification in Regulated Investment Advice
- Appropriate qualification under the FCA Training and Competence handbook
- Investment expertise in client profiling, risk analysis, and asset allocation
- Business development and relationship management skills
- Knowledge of macroeconomic environments and financial markets
- Ability to discuss advice pricing
- QCF Level 6 qualification or commitment to progress toward it
- Experience in a similar role
NatWest Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NatWest Group and has not been reviewed or approved by NatWest Group.
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Flexible Benefits — A flexible ValueAccount structure with pension and benefit funding allows tailoring of health, protection, lifestyle, and savings options, with unused amounts typically paid as cash. This flexibility supports personalisation of coverage, particularly in Great Britain where the framework is most detailed.
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Retirement Support — Employer-funded pension contributions are provided on top of salary in Great Britain, alongside automatic retirement enrollment and share/save programs. This creates structured long‑term wealth support as part of total reward.
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Parental & Family Support — UK policies outline extended maternity, adoption and equal partner leave on full pay with a phased return, plus paid neonatal care leave. These provisions are positioned as market‑leading and complement broader flexibility resources.
NatWest Group Insights
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What We Do
We’re a business that understands when our customers and people succeed, our communities succeed, and our economy thrives. As part of our purpose, we’re looking at how we can drive change for our communities in enterprise, learning and climate. As one of the leading supporters of UK business, we’re prioritising enterprise as a force of change. We’re focusing on the people and communities who have traditionally faced the highest barriers to entry and figuring out ways to remove these. Learning is also key to our continued growth as a company in an ever changing and increasingly digital world. By setting a dynamic and leading learning culture, our people prosper, and our customers are given the tools to continue to improve their financial capability and confidence. One of the biggest challenges we all face in our future is climate change. That’s why we’ve put it right at the core of our purpose. We want to champion climate solutions with financing and entrepreneurial support, fully embed climate into our culture and decision making, and be climate positive by 2025. We’re committed to using our purpose to break down barriers, drive change and ultimately create a great place to work.
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