Job Description
Job description
Join us as a Financial Planning Advice Team Leader in Private Banking
We’ll look to you to take on direct line management responsibility by leading, performance managing and coaching a team of Regulated Financial Planning Advisers across the balanced business scorecard
Day-to-day, you’ll support our market’s strategic initiatives to help achieve our growth target to create a diverse and inclusive culture
Thrive in a role where you’ll be able to make a far-reaching impact through your work and bring a competitive edge to your career profile
You’ll work from home some of the time but you’ll also spend at least three days a week working from the office
What you’ll do
As a Financial Planning Advice Team Leader, within Coutts Private Banking, you’ll focus on the line management and development of your team of Regulated Financial Advisers and ensure that all actions are aligned with our purpose. To do this, you’ll contribute to making our bank a great place to work by role-modelling behaviours.
Alongside this, you’ll assist with the delivery of the strategic direction of our client group to enable growth, while remaining within risk appetite. You’ll also provide inspiring leadership across your team by communicating clearly and with impact.
Your top priorities will include:
Achieving team performance across all minimum standards and key performance indicators providing great leadership to your team and ensuring the delivery of exceptional client services, as measured by our client metrics
Providing sales management and performance based skills coaching to your team to achieve great client outcomes through one-to-ones and the use of workflow systems
Owning the risk and quality metrics that exist in your business area and ensuring that mechanisms are in place to identify, mitigate and report risk within a defined risk appetite
Forming and delivering the strategic and commercial objectives for the region or client group, as well as the Private Banking function to ensure it's fit for purpose in the long-term
Maintaining and developing an internal and external network and providing continuous improvement feedback to ensure our services and solutions are market-leading
The skills you’ll need
You'll need a necessary Training and Competence check clearance along with a clear personal and professional record. The required relevant qualifications which will be an RDR compliant level 4 qualification in financial advice and planning, with a willingness to study towards any further required qualifications. A track record of 5 years or more of managing and leading a team of Regulated Financial Advisers across multiple locations.
You'll have career experience of being a financial adviser or player manager in a similar business, with experience of managing a book of clients and giving financial planning advice across structured and/or wrapped products. Knowledge of process improvements and an understanding of the voice of the customer, client journey and product and service strategy.
Furthermore, you’ll need:
An understanding of the value of client service excellence and knowledge of retail client relationship management financial planning, quality management and risk mitigation
A background in private banking, core banking, wealth management, asset management or investment management and experience in financial planning or leading a team of financial planners or advisers
Experience of managing individual and team KPI performance, including producing forecasts and reporting and managing escalated client relationships and all aspects of the pipeline and sales performance management
The ability to manage multiple and complex internal stakeholder relationships and an awareness of financial markets, advice, planning and legislation and investment products
Experience of client business retention and development, a track record of successful business growth and the ability to mentor and coach a team
Knowledge of process improvements and an understanding of the voice of the customer, client journey and product and service strategy
Join us as a Financial Planning Advice Team Leader in Private Banking
We’ll look to you to take on direct line management responsibility by leading, performance managing and coaching a team of Regulated Financial Planning Advisers across the balanced business scorecard
Day-to-day, you’ll support our market’s strategic initiatives to help achieve our growth target to create a diverse and inclusive culture
Thrive in a role where you’ll be able to make a far-reaching impact through your work and bring a competitive edge to your career profile
You’ll work from home some of the time but you’ll also spend at least three days a week working from the office
What you’ll do
As a Financial Planning Advice Team Leader, within Coutts Private Banking, you’ll focus on the line management and development of your team of Regulated Financial Advisers and ensure that all actions are aligned with our purpose. To do this, you’ll contribute to making our bank a great place to work by role-modelling behaviours.
Alongside this, you’ll assist with the delivery of the strategic direction of our client group to enable growth, while remaining within risk appetite. You’ll also provide inspiring leadership across your team by communicating clearly and with impact.
Your top priorities will include:
Achieving team performance across all minimum standards and key performance indicators providing great leadership to your team and ensuring the delivery of exceptional client services, as measured by our client metrics
Providing sales management and performance based skills coaching to your team to achieve great client outcomes through one-to-ones and the use of workflow systems
Owning the risk and quality metrics that exist in your business area and ensuring that mechanisms are in place to identify, mitigate and report risk within a defined risk appetite
Forming and delivering the strategic and commercial objectives for the region or client group, as well as the Private Banking function to ensure it's fit for purpose in the long-term
Maintaining and developing an internal and external network and providing continuous improvement feedback to ensure our services and solutions are market-leading
The skills you’ll need
You'll need a necessary Training and Competence check clearance along with a clear personal and professional record. The required relevant qualifications which will be an RDR compliant level 4 qualification in financial advice and planning, with a willingness to study towards any further required qualifications. A track record of 5 years or more of managing and leading a team of Regulated Financial Advisers across multiple locations.
You'll have career experience of being a financial adviser or player manager in a similar business, with experience of managing a book of clients and giving financial planning advice across structured and/or wrapped products. Knowledge of process improvements and an understanding of the voice of the customer, client journey and product and service strategy.
Furthermore, you’ll need:
An understanding of the value of client service excellence and knowledge of retail client relationship management financial planning, quality management and risk mitigation
A background in private banking, core banking, wealth management, asset management or investment management and experience in financial planning or leading a team of financial planners or advisers
Experience of managing individual and team KPI performance, including producing forecasts and reporting and managing escalated client relationships and all aspects of the pipeline and sales performance management
The ability to manage multiple and complex internal stakeholder relationships and an awareness of financial markets, advice, planning and legislation and investment products
Experience of client business retention and development, a track record of successful business growth and the ability to mentor and coach a team
Knowledge of process improvements and an understanding of the voice of the customer, client journey and product and service strategy
💡 Quick Summary
Seeking a career-building opportunity? The Financial Planning Advice Team Leader, Private Banking position is now open for candidates interested in the Bank Jobs sector. This role in London offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.