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Financial Planning Specialist
NatWest Group. Meet the financial planning needs of Premier Banking clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning, investment advice, and business development, with a strong focus on client relationship management and adherence to regulatory standards. Capable of analyzing macroeconomic environments and articulating market insights to drive sustainable growth.
Highest-signal resume keywords
QCF Level 4 Qualification in Regulated Investment AdviceInvestment Skills Including Client Profiling and Risk AnalysisBusiness Development SkillsKnowledge of Macroeconomic Environments and Financial MarketsProven Competence in Discussing Advice Pricing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Investment AdviceRetirement PlanningInheritance Tax PlanningRisk AnalysisAsset AllocationClient ProfilingBusiness DevelopmentFinancial Market AnalysisAdvice PricingPortfolio Management
Soft Skills
Trusted AdviserOutstanding Customer ServiceCollaborationCommunicationRelationship Management
Certifications & Qualifications
QCF Level 4 QualificationQCF Level 6 Qualification CommitmentFCA Training and Competence Compliance
Industry Keywords
Premier BankingFinancial PlanningInvestment ManagementMacroeconomic NewsBusiness GrowthClient Relationship ManagementRegulatory ComplianceMarket ViewsBrand DevelopmentReferral Opportunities
About the role
Key responsibilities & impact- Meet the financial planning needs of Premier Banking clients
- Provide bespoke advice on investment, retirement planning, inheritance tax and protection
- Manage the growth, profitability and business mix of the portfolio
- Deliver sustainable business growth across a broad product range
- Identify suitable referral opportunities to the wider function
- Keep up-to-date with financial markets, macroeconomic news, market views and asset classes
- Promote the bank’s image, reputation and credibility in defined priority markets
- Strengthen and leverage the brand and build business opportunities
Requirements
What you’ll need- QCF level 4 qualification in Regulated Investment Advice
- Appropriate qualification in accordance with the FCA Training and Competence handbook
- Ideally hold, or have a commitment to progress to, a QCF level 6 qualification
- Ability to become a trusted and respected adviser
- Adhere to treating customers fairly and delivering outstanding service
- Investment skills, including detailed client profiling, risk analysis and asset allocation
- Business development skills to collaborate with a wide network of introducers
- Knowledge of macro-economic environments and financial markets, with ability to articulate views
- Ability to represent the bank in the marketplace and develop business opportunities with internal and external centres of influence
- Proven competence in discussing advice pricing
- Experience in a similar role preferred
Benefits
Comp & perks- Work from home some of the time
- Two days a week working from an office or visiting clients