Join us as a Financial Planning Specialist
- You’ll be managing the investment needs of our private banking customers, providing wealth management advice for wealth structuring, investments, estate planning, pension planning and protection
- Our investment clients will look to you as a trusted advisor to develop and deliver their holistic wealth plans
- Hone your relationship management skills in an environment where we take a real investment in your development
- You'll work from home some of the time, but you'll also spend at least three days a week working in the office
In this key role, you’ll be identifying high potential prospects and acquiring new criteria client relationships. You’ll use your communication skills and expert knowledge to deliver outstanding client service, every time. We’ll also look to you to build, manage and enhance the client relationship management process.
You’ll also be:
- Providing wealth management product advice and advice to customers in private wealth and private banking
- Keeping up-to-date with financial markets and macroeconomic news while being well informed of our markets and asset classes views
- Promoting our image, reputation and credibility to strengthen and leverage the brand while building opportunities
- Acting as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship
- Making sure there is regulatory compliance and risk management for your portfolios
It’s important that you hold a CISI Level 4 certificate, or equivalent. You’ll also hold investment skills, including expertise in detailed client profiling, risk analysis and asset allocation. You'll already be a qualified and practicing financial planner with an active Statement of Professional Standing (SPS). If not level 6 qualified already, you will attain this within two years of joining.
To succeed in this role you’ll also have:
- Strong client relationship management skills
- Knowledge of macro-economic environments and financial markets, with the ability to communicate views on these
- The ability to act as a representative in the market place
- Strong internal and external stakeholder management skills
Hours
35Job Posting Closing Date:
05/05/2025Ways of Working:HybridSimilar Jobs
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.
