Financial Planning Specialist

ACCA Careers; Leeds; Hybrid; GBP 40,000 - 80,000; Full time

Job description

Join us as a Financial Planning Specialist

• For a client focused financial professional, this is an opportunity to take on a key role with great exposure in Financial Planning
• We'll look to you to provide specialist, holistic financial planning to our Coutts private banking clients
• Our customers need their money to be well managed, and in Financial Planning, we provide the right information to help our customers make good decisions about protecting what matters most to them
• You'll work from home some of the time, but you'll also spend at least one day a week working from the office
• Regular travel across the North East region for client meetings will be required

What you'll do

In this client focused role, you'll be making sure that our clients' financial needs are met and that they receive an outstanding service as you provide thorough and comprehensive advice on our regulated private banking products and services. You'll be valued for your expertise on these, using it to upskill advisers to ensure they deliver a great client experience and maximise the effectiveness of our regulated private banking client proposition.

Your role will also involve:

• Delivering regulated holistic financial planning products to our Coutts private banking clients to help us to achieve our overall sustainable credit growth and profitability targets
• Building effective relationships with private banking stakeholders to promote our core products and services
• Developing and maintaining product documents, including sales guides, aide memoirs and user manuals, and delivering training to coverage teams and other key stakeholders
• Providing guidance to coverage teams in respect of regulated private banking products, particularly with larger and more complex deals
• Providing end-to-end transaction support which balances the needs of our clients, commercial aspirations and broader stakeholder demands, including analysing large and complex transactions

The skills you'll need

We're looking for someone with knowledge and an understanding of regulated financial planning, ideally as an existing, practising and authorised financial planner. You'll have an active Statement of Professional Standing and preferably a Level 6 qualification. You'll also have experience advising on protection, investments, pensions, and estate planning. Relationship building with our clients and stakeholders is key in this role, so we'll need you to have excellent communication and interpersonal skills, as well as experience of building relationships with credit functions and banking communities at a local and regional level within a large organisation.

As well as this, you'll demonstrate:

• Strong commercial acumen
• An understanding of financial markets, including key drivers for changes in price volatility, investment products and collateral analysis
• Strategic thinking and the ability to simplify complex and conflicting tasks and policy positions, making sure that these are effectively managed and communicated
• Experience of relevant policies, regulatory obligations and risk management of regulated private banking products

Hours: 35

Job Posting Closing Date: 04/04/2025

Ways of Working: Hybrid