Financial Planning Specialist
NatWest(1 month ago)
About this role
A Financial Planning Specialist who provides bespoke financial planning advice to Premier Banking clients, helping them achieve their investment, retirement, inheritance tax and protection objectives. The role leverages regulated qualifications and involves managing a client portfolio to deliver sustainable business growth in a hybrid, client-facing environment.
Required Skills
- Relationship Management
- Financial Planning
- Investment Advice
- Retirement Planning
- Inheritance Tax
- Protection Advice
- Client Profiling
- Risk Analysis
- Asset Allocation
- Business Development
+2 more
Qualifications
- QCF Level 4 (Regulated Investment Advice)
- QCF Level 6 (Preferred)
- FCA Training And Competence
About NatWest
natwest.comWelcome to NatWest. Our extensive personal banking products include bank accounts, mortgages, credit cards, loans and more. Visit today to see how we can serve you.
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