Join us as a Financial Planning Specialist - Adviser in Private Banking
For a client focused financial planning professional, this is an opportunity to take on a key role with great exposure in one of the UK's leading private banks
We’ll look to you to provide specialist, regulated financial planning advice to our private banking clients in the ultra high net worth (UHNW) segments for International and Family Office clients
Our customers need their money to be well managed, and in financial planning, we provide the right information and advice to help our customers make good decisions about what matters most to them
You’llwork from home some of the time, butyou’llalso spend a significant amount of time working from the office or attending meetings with clients in the UK or offshore
What you'll do
In this client focused role, you’ll be making sure that our clients’ financial needs are met and that they receive an outstanding service as you provide thorough and comprehensive advice on our regulated private banking products and services. You’ll be valued for your expertise on these, using it to upskill advisers to ensure they deliver a great client experience and maximise the effectiveness of our regulated private banking client proposition.
Your role will also involve:
Delivering regulated financial planning products to help us to achieve our overall sustainable growth and profitability targets
Building effective relationships with private banking stakeholders to promote our core products and services
Developing and delivering training to coverage teams and other key stakeholders
Providing guidance to coverage teams in respect of regulated financial planning products, particularly with larger and more complex clients
Providing end-to-end transaction support which balances the needs of our clients, commercial aspirations and broader stakeholder demands
The skills you'll need
We’re looking for someone who can bring strong proven knowledge, understanding and experience of regulated financial planning advice with experience of providing excellent advice to UHNW clients. As this vacancy is in our high profile International and Family Office segments, experience in these client groups is key. Relationship building with our clients and stakeholders is also key in this role, so we’ll need you to have excellent communication and interpersonal skills, as well as experience of working successfully with both internal and external client introducers.
As well as this, you’ll demonstrate:
Excellent technical knowledge on financial planning products including pensions, trusts and protection
A minimum of a Level 4 qualification, with a strong preference for Level 6 either through Cii or CISI
Competent Adviser Status (CAS) held in your current role with experience of providing complex regulated financial advice to UHNW clients
Strong commercial acumen and desire to succeed
An understanding of financial markets, including key drivers for changes in price volatility, investment products and collateral analysis
Strategic thinking and the ability to simplify complex and conflicting information and client positions, making sure that these are effectively managed and communicated
Experience of relevant policies, regulatory obligations and risk management of regulated financial planning products
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