NatWest Group

Financial Planning Specialist

NatWest Group
Bristol, City of Bristol, United Kingdom, United Kingdom
Competitive salary
17 Nov 2022
01 Dec 2022
Approved employers
Approved employer
Join us as Financial Planning Specialist
  • For a client focussed financial professional, this is an opportunity to take on a key role with great exposure across our Financial Planning sector
  • We'll look to you to provide specialist, regulated banking advice to our private banking clients
  • You'll advise clients on key financial planning areas covering investment, retirement planning, estate planning, and protection
  • You'll undertake line management responsibilities for other members of our Financial Planning specialist team, providing motivation and encouraging professional development
What you'll do

In this client focussed role, you'll be making sure that our clients' financial needs are met and that they receive an outstanding service. You'll do so by providing thorough and comprehensive advice on our regulated financial planning products and services.

In addition to this, you'll be responsible for:
  • Advising on regulated financial planning products to help us achieve our overall sustainable credit growth and profitability targets
  • Building effective relationships with private banking stakeholders to promote our core products and services
  • Providing guidance to coverage teams in respect of regulated Financial Planning products, particularly with larger and more complex deals
  • Developing and motivating team members, especially those in your team
The skills you'll need

Relationship building with our clients and stakeholders is key in this role, so we'll need you to have excellent communication and interpersonal skills, as well as a desire to take on line management responsibilities.

As well as this, you'll demonstrate:
  • Strong commercial acumen
  • An understanding of financial markets, including key financial planning products and the regulatory landscape

Job Posting Closing Date:

Similar jobs

Similar jobs