Financial Planning Specialist – Adviser, Private Banking
United Kingdom
Full Time
7 hours ago
No Sponsorship
Key skills
Communication
About this role
Role Overview
- Provide specialist, regulated financial planning advice to private banking clients
- Ensure clients’ financial needs are met and provide outstanding service
- Deliver regulated financial planning products to achieve company targets
- Build effective relationships with stakeholders and develop training for coverage teams
- Provide end-to-end transaction support balancing client and commercial needs
Requirements
- Strong proven knowledge and experience of regulated financial planning advice
- Experience providing excellent advice to UHNW clients
- Excellent communication and interpersonal skills
- Level 4 qualification preferred, with a strong preference for Level 6 (Cii or CISI)
- Competent Adviser Status (CAS) in current role
- Strong commercial acumen
- Understanding of financial markets and investment products
Benefits
- Hybrid working environment (work from home and office)
- Training and development opportunities