Job Description
Join us as a Wealth Analyst (Paraplanner)
- Hone your interpersonal skill and team skills as you build and maintain strong relationships with our Natwest & RBS clients wealth managers and key support staff
- You’ll be supporting wealth managers to provide quality wealth management advice to clients regarding wealth structuring, investments, offshore and onshore bonds, and protection
- you have a passion for investments and financial planning products as well as a real customer focus this is an exciting opportunity to grow your career with us at Natwest
What you'll do
We’ll look to you to demonstrate outstanding client service, professionalism and risk management. You’ll be proactively assisting a Wealth Manager to manage the growth, profitability and business mix of their portfolio.
And, you’ll be ensuring the timely completion of clients’ wealth management and financial planning requirements by completing all necessary advice documentation.
You’ll also be:
- Preparing profiles, meeting notes, valuations, quotations, marketing and application materials
- Identifying opportunities which fall outside the scope of authorisation and referring clients to suitable subject matter experts across the bank
- Taking responsibility for your own diary management and client documentation and administration, as well as providing this support for the Wealth Manager
- Keeping up-to-date with financial markets and macroeconomic news, to effectively communicate to colleagues and clients
The skills you'll need
We’re looking for an analytical and lateral thinker with technical knowledge of investment and financial planning products. You’ll need technical advice skills, including expertise in detailed client profiling, risk analysis and asset allocation as well as holding a CISI / CII Level 4 certificate or equivalent.
You’ll also demonstrate:
- Good commercial acumen
- Superb attention to detail
- The ability to clearly articulate issues and solutions, and be challenging in a constructive way
- Excellent time management and prioritisation skills
- Strong IT and client database management skills