Financial Planning Specialist

Job description

Join us as a Financial Planning Specialist - Take on a new role, honing your relationship management and financial planning expertise - You'll be helping our clients to achieve their financial goals, providing them with bespoke financial planning advice - This is an opportunity to utilise your QCF level 4 qualification in Regulated Investment Advice in a fast paced, collaborative environment - You’ll work from home some of the time, but you’ll also spend two days a week working from an office or visiting clients What you'll do: As a Financial Planning Specialist, you’ll be meeting the financial planning needs of our Premier Banking clients, providing advice on Investment, Retirement Planning, Inheritance Tax and Protection. You’ll manage the growth, profitability and business mix of your portfolio and deliver sustainable business growth across a broad product range. You’ll also be: - Identifying opportunities for referrals to the wider function and making sure that these are suited to the client’s needs - Keeping up-to-date with financial markets and macroeconomic news, and remaining well informed of the views of markets and asset classes - Promoting the bank’s image, reputation an...