Financial Planning Specialist
Hybrid
Core
Provide bespoke financial planning advice to Premier Banking clients to help them achieve financial goals, covering investment, retirement planning, inheritance tax, and protection.
Role type
Financial Planning Specialist (IC)
Builds
Sustainable business growth across a broad product range for Premier Banking clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment skills (client profiling, risk analysis, asset allocation), Business development, Macro-economic and financial market knowledge, Advice pricing competence, Relationship management
Preferred skills
QCF level 6 qualification, Experience in a similar role