Financial Planning Managers – Natwest & RBS

If you believe in putting the customer at the heart of everything you do. If you want to be part of our success. If you have a track record of delivery and want to develop your career as a key part of a truly global business, we would love to hear from you!

Financial Planning is a business built on delivery and achievement and that is what we expect of our people too.

Teamwork is at the heart of everything we do. As a Financial Planning Manager, you’ll have countless opportunities to demonstrate your skills as a leader and a team player every single day. It’s a role that demands flexibility, drive and a natural talent for getting along with people from all walks of life.

We’re committed to giving you the tools and training you need to build on the qualifications and experience you’ve already gained. In return, we want to see you make the most of your role and the doors it opens as your career progresses. It’s your motivation that keeps our business evolving and moving forward.

The FSA is in the process of making some fundamental industry changes to help customers feel confident about investing and borrowing money again. The RBS group has been at the forefront of setting these new industry guidelines, working closely with the FSA to develop the Retail Distribution Review (RDR).

To meet the FSA’s deadline of 31 December 2012, the RDR journey is already underway. When you join RBS Group, you’ll be fully supported through this time of transition with our leading RDR support package.

The link below gives you an overview of who we are, the opportunities we offer and what makes the Financial Planning team at the RBS group a great place to work.

Candidate Brochure

As an RBS Group Financial Planning Manager, you’ll need:

• FPC 1, 2 and 3 or CF1 – 5 or Full CEFA – ideally with CF2 (if FPC 1-3 held)
• The drive to undertake further study to develop your career
• Competent Adviser Status for a minimum of six months within the last 24 months
• Experience in selling investments, protection and pensions products
• Less than two upheld complaints
• Bancassurance experience within the last five years
• Evidence of achieving current targets
• Comparable activity levels (leads from colleagues and self generated)
• Team working and relationship management skills
• Clean bill of financial health
• No criminal record
• Current driving licence with no more than six points

Area specific roles and requirements:

NatWest & RBS Personal

The role:

• Predominantly branch based daytime appointments, including Saturdays
• Mostly selling savings, investments, protection and pension products

Key skills needed:

• You’ll need the ability to adapt to varying audiences and operate across all levels, with potentially high activity levels
• Coaching skills are required
• You must be resilient and driven with excellent time management skills

UK – Business & Commercial

The role:

• Visiting and working with Business & Commercial Managers, mainly at daytime appointments and occasional Saturdays or evenings
• You’ll be recommending products from a higher authorisation level

Key skills needed:

• You’ll need the ability to operate in a corporate environment and sell in the pensions market
• You should ideally hold additional qualifications – for example G10 / G60
• You’ll need strong relationship building skills, self motivation and professional Pride

NatWest & RBS Private

The role:

• Working with Private Relationship Managers, appointments taking place at relationship units and customer homes
• Daytime and evening appointments as required

Key skills needed:

• Experience of working within the High Net Worth environment
• You’ll ideally hold part or full JO exams
• You’ll need excellent relationship building skills and the ability to sell across all RBS Group products