Financial Planning Specialist – Adviser, Private Banking

NatWest Group

Financial Planning Specialist advising UHNW clients at a leading private bank in the UK. Engaging in financial planning and training advisors while ensuring outstanding client services.

Posted 4/16/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Provide specialist, regulated financial planning advice to private banking clients
Ensure clients’ financial needs are met with outstanding service
Deliver regulated financial planning products
Build effective relationships with private banking stakeholders
Develop and deliver training to coverage teams
Provide guidance on regulated financial planning products
Provide end-to-end transaction support

Requirements

What you’ll need

Strong proven knowledge, understanding and experience of regulated financial planning advice
Experience of providing excellent advice to UHNW clients
Excellent communication and interpersonal skills
A minimum of a Level 4 qualification, with a strong preference for Level 6 either through Cii or CISI
Competent Adviser Status (CAS)
Strong commercial acumen
An understanding of financial markets
Strategic thinking and the ability to simplify complex information
Experience of relevant policies, regulatory obligations and risk management

Benefits

Comp & perks

Hybrid working hours

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

regulated financial planningfinancial planning productstransaction supportfinancial marketsrisk management

Soft Skills

communication skillsinterpersonal skillscommercial acumenstrategic thinkingrelationship building

Certifications

Level 4 qualificationLevel 6 qualificationCompetent Adviser Status (CAS)CiiCISI