Wealth & Retirement Planner — Hybrid Client Advisor
Birmingham, West Midlands, B1, England, UK
Listed on 2026-11-02
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
Coutts is seeking a Financial Planning Specialist to serve Premier Banking clients from Birmingham. You will deliver bespoke investment and retirement planning advice, helping clients reach their financial goals, while managing risk and portfolio growth.
You'll work from home part of the week and spend two days in the office or visiting clients, using your QCF level 4 Regulated Investment Advice qualification and progressing toward level 6. A client-centric, compliant approach is essential.
For the Wealth & Retirement Planner — Hybrid Client Advisor position at Coutts, we are reviewing applications now.
The advertised compensation is 32.000 - 52.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth & Retirement Planner — Hybrid Client Advisor role in the description above.
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