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Financial Planning Specialist
2 weeks ago
Join us as a Financial Planning Specialist in Crawley. Take on a new role, honing your relationship management and investment expertise. Help our clients achieve their financial goals, providing bespoke wealth management advice. Utilise your QCF level 4 qualification in Regulated Investment Advice in a fast‑paced, collaborative environment. Work from home some of the time, while also spending two days a week in the office. What you'll do As a Financial Planning Specialist, you’ll be meeting the investment needs of our private banking clients, providing advice on wealth structuring, investments, offshore and onshore bonds and protection. You’ll manage the growth, profitability and business mix of your portfolio and deliver sustainable business growth across a broad product range. We’ll look to you act as a role model to private bankers, as you demonstrate exemplary new business development, client management and stewardship. You’ll Also Be Undertake investment and pension reviews, liaising with specialists where appropriate. Identify opportunities for referrals to the wider function and ensure these are suited to the client’s needs. Keep up‑to‑date with financial markets and macroeconomic news, and remain well informed of the views of markets and asset classes. Promote the bank’s image, reputation and credibility in defined priority markets, to strengthen and leverage the brand and build business opportunities. The skills you’ll need You’ll need a QCF level 4 qualification in Regulated Investment Advice, and you’ll ideally hold, or have a commitment to progress to, a QCF level 6. You’ll also possess an appropriate qualification in accordance with the FCA Training and Competence handbook. What’s really important is your ability to become a trusted and respected adviser and adhere to the culture and principles of treating customers fairly and delivering outstanding levels of service. Additionally, You’ll Need Investment skills, including expertise in detailed client profiling, risk analysis and asset allocation. Knowledge of current views on macro‑economic environments and financial markets, and the ability to articulate them. The ability to act as a representative 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. Seniority level Entry level Employment type Full‑time Job function Finance and Sales #J-18808-Ljbffr
