Financial Planning Specialist

Cambridge, United Kingdom

Financial Planning Specialist

Cambridge, United Kingdom

Join us as Financial Planning Specialist

  • For a client focussed financial professional, this is an opportunity to take on a key role with great exposure across our Financial Planning sector
  • We’ll look to you to provide specialist, regulated banking advice to our private banking clients
  • You’ll advise clients on key financial planning areas covering investment, retirement planning, estate planning, and protection
  • You'll undertake line management responsibilities for other members of our Financial Planning specialist team, providing motivation and encouraging professional development

What you'll do

In this client focussed role, you’ll be making sure that our clients’ financial needs are met and that they receive an outstanding service. You’ll do so by providing thorough and comprehensive advice on our regulated financial planning products and services.

In addition to this, you’ll be responsible for:

  • Advising on regulated financial planning products to help us achieve our overall sustainable credit growth and profitability targets
  • Building effective relationships with private banking stakeholders to promote our core products and services
  • Providing guidance to coverage teams in respect of regulated Financial Planning products, particularly with larger and more complex deals
  • Developing and motivating team members, especially those in your team

The skills you'll need

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 a desire to take on line management responsibilities. 

As well as this, you’ll demonstrate:

  • Strong commercial acumen
  • An understanding of financial markets, including key financial planning products and the regulatory landscape

If you need any adjustments to support your application, such as information in alternative formats or special requirements to access our buildings, or if you’re eligible under the Disability Confident Scheme please contact us and we’ll do everything we can to help.

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