Chartered Financial Planner

Hymans Robertson LLP.; Birmingham, London, City of Edinburgh, Glasgow; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an experienced Chartered Financial Planner to join their dynamic Personal Wealth team. This role offers the opportunity to make a significant impact by onboarding and serving new clients, as well as supporting distribution efforts through engaging webinars and seminars. You'll be part of a collaborative environment that values your input and encourages personal and professional development. With a focus on delivering high-quality financial planning services, this position is perfect for someone who is client-centric and eager to contribute to the growth of the business. Join a diverse team committed to creating better futures for clients and their families.

Benefits

Flexible employee benefits

On-site mental health assistance

Access to learning portal

Regular social activities

Three days paid volunteering leave

Day off for birthday

Hybrid working arrangement

Flexible working hours

Qualifications

• Achieved Chartered Status and experience as a regulated financial adviser.
• Strong communication and interpersonal skills with the ability to present to groups.

Responsibilities

• Onboard and serve new clients while upholding client-centric values.
• Conduct in-depth assessments of clients' financial situations and needs.

Skills

Chartered Status

Regulated Financial Adviser Experience

Communication Skills

Interpersonal Skills

Analytical Skills

Negotiation Skills

Networking Skills

Numeracy Skills

Time Management Skills

Attention to Detail

Education

Level 6 Qualification

Chartered Financial Planner

Tools

IO Database

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Location Birmingham, Edinburgh, Glasgow, London

The Vacancy

A fantastic opportunity has arisen for an experienced Chartered Financial Planner to join our Personal Wealth team. We are looking for a candidate who is driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and grow, you should be flexible and confident to provide your input.

What will your role look like?

While the role will involve supporting distribution efforts, for example, by attending webinars and seminars for large corporates, the primary responsibility will be to onboard and serve new clients.

Though this is a varied role, your key tasks will include:

• Upholding our values and culture of client centricity at all times.
• Supporting distribution efforts, e.g. delivering and attending webinars/seminars for large employers.
• Actively seeking to onboard new clients.
• Contributing to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team members.
• Contacting clients and setting up meetings, either on-line, within an office environment or in clients' homes or business premises.
• Conducting in-depth assessments of clients' financial circumstances, current provision and future aims.
• Completing investment risk analyses using attitude to investment risk questionnaires.
• Researching the marketplace and providing clients with information on new and existing products and services.
• Analysing information and preparing plans best suited to individual clients' requirements.
• Meeting all regulatory aspects of the role, e.g. requirements for disclosure, costs of the services or products provided whilst accepting responsibility for the advice provided.
• Promoting and recommending financial products and services to meet given or negotiated sales targets.
• Keeping up to date with financial products and legislation.
• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
• Reviewing and responding to clients changing needs and financial circumstances.

To enjoy and succeed in this role, you will have:

• Achieved Chartered Status.
• Demonstrable experience as a regulated financial adviser.
• Excellent communication, interpersonal and listening skills and comfortable presenting to large groups.
• The capability to explain complex information simply and clearly.
• The ability to network and establish relationships with clients.
• Demonstrate excellent research and analytical skills.
• Possess negotiation and influencing skills as well as determination and tenacity.
• A good level of numeracy and IT skills.
• Good working knowledge of IO database is preferred.
• Sound knowledge of Microsoft Word, Excel and PowerPoint.

About You

• Ability to work collaboratively in a team environment is a must.
• Candidates who have demonstrable experience in an adviser role will be considered. You should be qualified to level 6 and have attained Chartered status.
• Excellent interpersonal and communication skills, confidence with clients and high levels of technical knowledge are requisites.
• A strong networker who feels comfortable presenting to large audiences, you should be able to evidence high levels of client-centricity as well as your approach to both growing and serving your client base.
• An ethical and professional approach to work.
• Focus on customer service.
• Apply discretion and an understanding of the need for client confidentiality.
• The ability to work in a team.
• Self-motivation and organisation and in particular, time management skills.
• A flexible approach to work.
• Excellent attention to detail.
• Able to multitask and prioritise effectively.
• Team player with a hands-on approach.

In addition to a competitive salary and access to our profit share scheme, we offer:

• A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
• A collaborative and encouraging work environment where your thinking and ideas are encouraged.
• On site mental health and wellbeing assistance.
• A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
• Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.
• Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two ‘in-office’ days per week.
• A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm.

Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.

About Us

Hymans Robertson Personal Wealth LLP was established in 2021, our purpose is to deliver high quality financial planning services to retail clients, accessed via the workplace, introductions, and referrals. We believe everyone should be able to access trustworthy, high-quality support with their finances. We help people from the beginning of their career all the way through to retirement, with the many decisions or challenges they may face along the way. We are a diverse team of friendly, highly qualified individuals. We’re always thinking about how we can create better futures for our clients and their families.

For a century our parent company, Hymans Robertson LLP, has been helping companies and pension schemes make decisions that have real and direct consequences on the financial futures of employees and pension scheme members. From advising on and investing the assets of our institutional clients for 100 years, we’ve learned a thing or two. We’ve adopted the same rigorous approach to managing the finances of individuals.

Our working environment is refreshing and innovative where independent thinking is encouraged. Every employee genuinely makes a difference.

We’re committed to promoting a diverse and inclusive environment and will take every step to ensure our employees and clients are treated fairly and with respect. We welcome applications from all backgrounds and sections of the community. We can offer flexible working and are happy to consider a variety of working patterns.