NatWest Group
The Financial Planning Specialist role involves providing bespoke financial planning advice to Premier Banking clients in the Aberdeen, Dundee, and Inverness areas, helping them achieve their financial goals through investment, retirement planning, inheritance tax, and protection advice. The position requires managing client portfolios, identifying referral opportunities, and promoting the bank's reputation to drive sustainable business growth. This hybrid role combines remote work with two days per week in an office or client visits.
NatWest Group is a UK-focussed bank, serving over 20 million customers, with businesses across retail, commercial and private banking markets.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for NatWest Group.
NatWest Group didn’t post a salary, so this is our estimate from similar listings.
32% below the average for this role
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