Wealth Analyst, Coutts

Job description

The Business

If you're an enthusiastic and motivated professional with real analytical insight, this opportunity to join Coutts as a Wealth Analyst could be ideal for you. Working with our team of experienced Wealth Managers, you'll manage the investment and relationship needs of our clients, providing expert advice to ensure a bespoke and engaging customer experience.
This is an exciting and challenging opportunity in which you'll be given the chance to help shape your own role and responsibilities with the dual goals of business delivery and self development.

At Coutts, we offer modern banking based on traditional values. So although our name may be steeped in history, our products and services are very much for today.

What you'll do

As Wealth Analyst, you'll support the Wealth Managers with the delivery of thorough and straight forward advice to our clients regarding wealth structuring, investments, bonds and protection, ensuring a superior experience. You'll utilise your ever expanding knowledge of the wealth industry to research and analyse relevant data, maintaining accurate and up to date records and databases. You'll also play a significant role in the commercial delivery of our advice, continually identifying opportunities for improvement.

More specifically, you'll:

• Prepare and help in the delivery of suitability letters, along with any elevant supplementary documentation
• Arrange investment and pension reviews, ensuring the various Client Experience guidelines are adhered to
• Prepare client briefs and obtain necessary information and documentation prior to the managers' client appointments
• Assist in the recording and resolution of any advice and service related complaints
• Maintain high levels of understanding of the bank's procedures and regulations
• Proactively identify and manage or escalate conduct risk to deliver key customer outcomes, complying with all bank policies, and deliver against statutory, regulatory, supervisory and legal obligations appropriate to your role

What you'll bring
We're looking for someone with fantastic analytical and lateral thinking skills, combined with a great communication style and the ability and enthusiasm to learn quickly. Experience in a role supporting a Wealth Manager or Specialist would be ideal, along with a familiarity with financial planning tools. You should also have a high level of experience in writing or adding value to Wealth Reports.

Along with the appropriate technical knowledge of investment and financial planning products, you'll need a CISI Level 4 certificate (or equivalent) and a thorough understanding of client profiling, risk analysis and asset allocation.

As well as this, you'll be highly numerate and meticulous at time keeping but above all, you'll demonstrate a fundamental commitment to Coutts' business principles through outstanding client service and professionalism.

As a Financial Services organisation we comply with and support the requirements set by our Regulator, the Financial Conduct Authority (FCA), which are designed to protect our customers. This role falls under Conduct Rules of the Individual Accountability Regime (IAR) and is subject to pre-employment screening. This means if your application is successful, you'll need to satisfy some important background checks before you can start working with us. These will include a full credit check, a criminal record check, residency and right to work checks.

How we'll reward you
In return, we offer a competitive salary plus 25% cash and benefit funding programme that can be tailored to suit your individual needs. In addition, we provide a wide selection of exclusive lifestyle offers, development and learning programmes, services and support designed to help you manage and balance your work/life priorities. For more information on our benefits, please visit our website.

At Coutts, we want everyone to feel welcome. That's why we want you to know that we'll work with you to make the application process as smooth as possible. So please just let us know if you need any adjustments or support – we'll do whatever we can to help.
If we offer you a job, we'll discuss with you how we can help set you up for success, including by making adjustments to your working environment if required.
If you are experiencing any technical issues when applying for this role, please refer to our FAQ section for assistance.

At Coutts, the expectations of our clients and the standards we set ourselves are high, so everything we do must be characterised by exceptional quality – the thoughtfulness, care, and attention to detail that is quintessentially Coutts.

Location: Guildford

Contact: Please contact Alastair Graham ( ************@*******.** ) for further information

Closing Date: 07/09/2016