Strategic Financial Planning Professional

7 days ago


Nottingham, Nottingham, United Kingdom Royal Bank of Canada Full time

We are seeking a highly skilled Financial Planner to join our team in Nottingham, UK. The successful candidate will have responsibility for developing and managing a comprehensive financial planning client base.

The role involves providing expert financial planning advice to both private clients and integrated wealth management clients, ensuring that their needs are met through the development of tailored financial solutions.

Key responsibilities include:

  • Proactively network with internal and external stakeholders to identify new business opportunities and foster existing relationships;
  • Promote our services and build strong connections within the local community;
  • Stay up-to-date with legislative and regulatory changes, anticipating how these may impact our operations and implementing necessary adjustments;
  • Leverage your extensive knowledge of financial markets, risk management techniques, and regulatory requirements to deliver high-quality client advice.

We offer a competitive salary package, estimated at around £45,000-£60,000 per annum, depending on experience, along with flexible working options and opportunities for professional growth and development.

Our team thrives on collaboration and innovation, with a strong emphasis on delivering trusted advice to help our clients thrive and communities prosper.



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