Chartered Financial Planner | Hybrid Wealth Guidance

Hymans Robertson; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial services company in the UK is seeking an experienced Financial Planner to join its expanding team. The role focuses on providing tailored financial advice and establishing robust client relationships. Ideal candidates will have RQF Level 4 qualifications, experience in managing a client book, and strong communication skills. This position offers a hybrid working model, competitive salary, and a flexible benefits package to enhance employee wellbeing.

Benefits

Flexible employee benefits

Collaborative work environment

Mentoring opportunities

On-site mental health support

Three days paid volunteering leave

Qualifications

• Demonstrable experience as a regulated Financial Planner with high technical knowledge.
• Experience in building a client book and winning new business.
• Exceptional communication skills to influence clients and colleagues.
• Flexible and innovative in developing solutions with a client-centric approach.

Responsibilities

• Onboard and serve clients with their financial advice needs.
• Drive new business through webinars and 1:1 client guidance.
• Conduct in-depth assessments of clients’ financial circumstances.
• Provide advice on financial products and strategies.

Skills

Regulated Financial Planner expertise

Client book development

Interpersonal skills

Networking skills

Organizational skills

IT skills (Microsoft Office)

Education

Qualified to RQF level 4

Working towards RQF level 6 or Chartered

Tools

Intelligent Office

Intelliflo

Job description

A financial services company in the UK is seeking an experienced Financial Planner to join its expanding team. The role focuses on providing tailored financial advice and establishing robust client relationships. Ideal candidates will have RQF Level 4 qualifications, experience in managing a client book, and strong communication skills. This position offers a hybrid working model, competitive salary, and a flexible benefits package to enhance employee wellbeing.