Job Description
This role delivers across the regulated advice channels within Wealth and Affluent Banking (incl- IFS, Private Banking, Coutts, Adam and Stockbrokers) with individual objectives linked to the achievements of the relevant channel targets-
Work both autonomously and as part of a team to: § Act as the focal point for all pension/protection/investment off panel and technical enquiries by providing expert technical support to Advisers, IFS Operations, internal and external stakeholders and RBS Group partners- § Support senior colleagues in identifying, researching and developing bespoke solutions to complex scenarios to both commercial advantage and to meet client needs § Develop and maintain relationships with internal and external suppliers and RBS Group business partners, resulting in partnerships that deliver industry-leading propositions for our customers- § Maintain & continually develop leading edge knowledge of technical, regulatory and market developments to mitigate business risk and maximise opportunities- Share knowledge and skills to enhance efficiencies
Responsibilities
§ Provide technical support on a range of complex enquiries from across Wealth, Affluent Banking and RBS Group partners and research bespoke solutions where required § Assist in the development and implementation of new and existing sales processes, including suitability letter text- § Assist in the sign off of business literature § Liase and build rapport with outside experts and other specialists in the financial services industry on relevant technical and market development issues § Assist senior colleagues with the interpretation of regulations, legislation and other forms of HMRC guidance as it relates to both opportunities and risks to the regulated advice channels and the wider RBS Group § Support the timely communication of relevant regulatory, legislative, market and procedural changes and developments § Demonstrate the maintenance and continuous development of leading edge knowledge of technical, regulatory and market developments § Participate in projects and work groups as required ensuring timely and accurate delivery of allocated tasks § Share knowledge and work independently Understand how your role impacts on customers, putting their interests at the heart of all you do and at the centre of all activities
The Individual
§ Experience of working in a highly technical, sales orientated financial services environment both autonomously and as part of a team- Experience in effectively coaching and developing colleagues is highly desirable Technical Knowledge: § Full post 94 FPC or full CFP or a commitment to complete within 12 months of starting role § Relevant Diploma in Financial Planning qualifications desirable
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