Chartered Financial Planner

Hymans Robertson; City of Edinburgh; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services company is seeking a Chartered Financial Planner to manage and build a book of clients while providing exceptional financial advice. The role involves generating new business, maintaining client relationships, and ensuring compliance with regulatory requirements. Successful candidates will possess excellent communication skills, a client-centric approach, and have previously achieved positive outcomes for clients.

Qualifications

• Qualified to level 6 and achieved Chartered Financial Planner status.
• Demonstrable experience as a regulated financial adviser.
• High levels of numeracy and IT skills.

Responsibilities

• Generate new business and build introducer relationships.
• Conduct in-depth assessments of clients’ financial circumstances.
• Uphold compliance and regulatory aspects of the role.

Skills

Communication

Interpersonal Skills

Listening

Negotiation

Analytical Skills

Client Relationship Management

Education

Chartered Financial Planner

Level 6 qualification

Job description

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As a Chartered Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services, working in a collaborative team environment. You will be supported in building your client base through workplace activities, through developing professional connections and via other channels (such as Unbiased).

You’ll be supported by a paraplanner and financial administrator, working closely with the wider financial planning team. You will be provided with full training and ongoing support with your career development.

With high levels of professionalism, you will be interacting with key decision makers at some of the UK’s largest corporates. You will be comfortable presenting to large groups of people, as well as great at establishing strong relationships with individuals, demonstrating empathy and a client centric approach.

You’ll have a strong history of delivering positive outcomes for your financial planning clients, and you’ll be comfortable using a centralised investment proposition.

You will be a proven business winner and a proactive team player, with the drive and commitment to deliver excellent outcomes for both clients and the business.

What will your role look like?

• Generate new business and build introducer relationships.
• Play a key role in our workplace services, working collaboratively with our corporate team (e.g., delivering and attending webinars and seminars for large employers, potentially acting as ‘Lead Adviser’ with some relationships, and running one-to-one guidance sessions with employees).

Client-centric financial planning

• Developing strong relationships to win and retain clients, managing client relationships through meetings and high-quality communications.
• Conducting in-depth assessments of clients’ financial circumstances, current provisions and future aims and goals.
• Upholding our values of client-centricity at all times.
• Preparing plans and financial strategies best suited to individual clients’ requirements.
• Reviewing and responding to clients’ changing needs and financial circumstances.
• Proactively contacting clients with news of market or legislation changes that may affect their savings and investments.

Compliance

• 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.
• Adhering to all compliance processes and procedures, including maintaining a valid Statement of Professional Standing.
• Keeping up to date with financial products and legislation and setting and completing training and competence requirements.

Staff Management

• Ensure you provide your support teams with the required minimum of client information ahead of the research process being triggered.
• Excellent levels of proactive and positive communication with the paraplanners and administrators you work with, being clear on expectations and with respect for their requirements to fulfil their roles effectively.

Skills and Qualifications

• You should be qualified to level 6 and have achieved Chartered Financial Planner status.
• Demonstrable experience as a regulated financial adviser.
• Excellent communication, interpersonal, and listening skills.
• Comfortable presenting to large groups of people.
• The capability to explain complex information simply and clearly.
• The ability to network, establish relationships with clients and potential future clients.
• Demonstrate excellent research and analytical skills.
• Strong negotiation and influencing skills as well as determination and tenacity.
• High levels of numeracy and IT skills.

Personal Attributes

• An ethical approach to work.
• Focus on excellent client service and outcomes.
• High levels of professionalism and attention to detail.
• Apply discretion and an understanding of the need for client confidentiality.
• A team player, supportive of colleagues, and helping others develop their careers.
• Self-motivation, organisation, and being able to prioritise effectively.