Financial Planning Specialist

2 days ago


Eastleigh, United Kingdom ACCA Careers Full time

Join to apply for the Financial Planning Specialist role at ACCA Careers Deliver regulated holistic financial planning products to our Coutts private banking clients to support overall sustainable credit growth and profitability. Responsibilities Provide specialist, holistic financial planning advice to Coutts private banking clients. Build effective relationships with private banking stakeholders to promote core products and services. Develop and maintain product documents, including sales guides, aide memoirs and user manuals, and deliver training to coverage teams. Provide guidance to coverage teams on regulated private banking products, especially for larger and more complex deals. Offer end‑to‑end transaction support, balancing client needs, commercial aspirations and stakeholder demands, including analysis of large and complex transactions. Qualifications Level 6 qualified and an active Statement of Professional Standing. Experience advising on protection, investments, pensions and estate planning. Strong commercial acumen and an understanding of financial markets. Strategic thinking and ability to simplify complex tasks and policy positions. Experience with relevant policies, regulatory obligations and risk management of regulated private banking products. Hours: 35 hours per week Job Posting Closing Date: 12/12/2025 Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Location: Eastleigh, England, United Kingdom #J-18808-Ljbffr



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