Financial Planning Centre Associate

Bristol, United Kingdom

Financial Planning Centre Associate

Bristol, United Kingdom

This job posting is no longer active

The Business

Join us as Financial Planning Centre Associate in Bristol

  • You'll provide financial planning technical support to our advisers, their assistants and our clients
  • In this unique opportunity, you'll be able to develop your financial planning skills as part of a fast-paced team as you provide thought leadership
  • As part of this role, you’ll be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers (QCF Level 4 or 6)

What you'll do

We'll look to you to provide financial planning technical support to the advisers and assistants on new and existing business transactions including calculations, and project work. You'll be accountable for each individual action, especially those that require a higher level of knowledge or service.

In this role, you'll also:

  • Ensure all aspects of the administration process are delivered in accordance with agreed procedures and controls
  • Take accountability for one-off projects
  • Support the junior members of the team
  • Ensure we comply with our regulatory obligations in relation to any complaints
  • Identify and interpret where clients’ circumstances lead to complexities with the processing of any financial services products
  • Ensure that all goals are met and exceeded and financial planning product providers are provided with feedback
  • Encourage advisers and assistants to complete all documentation prior to sending it to the centre to improve client service

The skills you'll need

We're looking for someone with a level of technical knowledge of financial planning. You’ll ideally have a broad general knowledge of the financial services environment and financial services products.

You'll also be able to provide technical support and calculations, and have the ability to articulate scenarios with confidence when dealing with clients by telephone and other communication mediums.

How we'll reward you

Visit our reward and benefits page for more information on the benefit packages we offer.


At Coutts, we want everyone to feel welcome, regardless of your background or needs. If you need adjustments making to your working environment, we’ll do everything we can to support you. As part of this commitment, we offer flexible working options for some of our roles - find out more.

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