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Job Post Details

National Westminster Bank PLC logo
Financial Planning Specialist
National Westminster Bank PLC
·
3.7
Birmingham
£55,480 - £83,220 a year
Permanent, Full-time
Apply on company site

Job details

£55,480 - £83,220 a year
Annual leave
Permanent, Full-time
Birmingham

Full job description

Closing date for applications: 31/10/2026

Location Birmingham, United Kingdom

Salary £55,480 – £83,220

Job typePermanent | Contract typeFull Time

Hybrid

You’ll split your time between working from home and at one of our offices, hubs or customer locations. Most hybrid roles require a minimum of two days a week in the office, with some roles requiring more frequent on-site collaboration.

Managerial / Technical Lead

This is a general indication and doesn’t always reflect day-to-day responsibilities. Check the job description for full details.

#R-00287008


Job description

This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.

Join us as a Financial Planning Specialist




  • Take on a new role, honing your relationship management and financial planning expertise
  • You'll be helping our clients to achieve their financial goals, providing them with bespoke financial planning advice
  • This is an opportunity to utilise your QCF level 4 qualification in Regulated Investment Advice in a fast paced, collaborative environment
  • You’ll work from home some of the time, but you’ll also spend two days a week working from an office or visiting clients


What you'll do



As a Financial Planning Specialist, you’ll be meeting the financial planning needs of our Premier Banking clients, providing advice on Investment, Retirement Planning, Inheritance Tax and Protection. You’ll manage the growth, profitability and business mix of your portfolio and deliver sustainable business growth across a broad product range.



You’ll also be:



  • Identifying opportunities for referrals to the wider function and making sure that these are suited to the client’s needs
  • Keeping up-to-date with financial markets and macroeconomic news, and remaining well informed of the views of markets and asset classes
  • Promoting 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
  • Business development skills to collaborate with a wide network of introducers
  • 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 market place and develop business opportunities with internal and external centres of influence
  • Proven competence in discussing advice pricing
  • Experience in a similar role preferred

Your benefits breakdown

Here’s a quick look at what your pay package and annual leave could look like if you get accepted for the role. We have a wide range of benefits to support you in your working life and beyond.

Please note, the presented benefits packages are based on the minimum base salary.

Tap each segment for details.

Your pay package

£

Your leave allowance

30 days Annual leave You’ll also have the opportunity to purchase up to 5 additional days off.

3 days Volunteering Take time off to support the causes you’re passionate about.

3 days Training Take time to build the skills you need to grow your career.

Total rewards package

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