NatWest Group

Financial Planning Specialist – Adviser, Private Banking

NatWest Group

full-time

Posted on:

Location Type: Hybrid

Location: London • United Kingdom

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About the role

  • 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

  • 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
  • Hybrid working hours
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