Financial Coach

Hymans Robertson LLP.; Glasgow, City of Edinburgh, London, Birmingham; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

Join a leading financial services firm as a Financial Coach, helping clients improve their financial wellbeing. In this dynamic role, you'll provide coaching and guidance, develop client relationships, and support financial education initiatives. Ideal for those looking to grow their skills in a collaborative environment with flexible working options.

Benefits

Flexible employee benefits

On site mental health assistance

Mentoring opportunities

Access to learning portal

Three days paid volunteering leave

Birthday leave

Hybrid working

Flexible working hours

Qualifications

• Minimum 1 year experience in financial services or 3 years in another industry.
• Comfortable presenting to groups and explaining complex information simply.

Responsibilities

• Conducting high level assessments of clients’ financial circumstances.
• Managing client relationships through proactive coaching and communications.
• Developing guidance collateral for client portals.

Skills

Communication

Interpersonal Skills

Numeracy

Education

RQF level 4

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Intelligent Office / Intelliflo

Job description

Location: Glasgow, London, Edinburgh, Birmingham

The Vacancy

We currently have an exciting opportunity to join Hymans Robertson Personal Wealth as a Financial Coach within our growing retail advice team on a fixed-term basis. This role can be based in any of our offices: Edinburgh, Glasgow, London, or Birmingham.

You will join a start-up team (backed by a large, 100-year-old parent company) aiming to build an innovative and disruptive guidance and advice proposition to enhance financial wellbeing through the workplace. Our mission is to improve financial security for people of all ages and wealth levels.

We seek a candidate driven to deliver positive outcomes for clients. As a new, expanding team, you should be flexible and proactive in contributing ideas. Collaboration skills are essential.

You should be an experienced financial coach or working towards becoming a regulated financial adviser, seeking to develop client and presentation skills. Excellent interpersonal, communication skills, confidence with clients, and high technical knowledge are required.

What will your role look like?

Financial coaching offers a low-cost, professional focus on individuals’ financial situations, helping them progress towards greater financial security. Hymans Robertson Personal Wealth provides financial coaching to employees via workplace clients, alongside educational workshops.

You will be a strong communicator eager to develop presentation skills for large audiences, with a focus on improving individual financial wellbeing. Whether an experienced coach or aspiring adviser, you will develop your client skills in a coaching role.

Key tasks include:

• Proactively coaching clients and managing relationships through meetings and communications.
• Assessing clients’ financial circumstances and provisions.
• Operating within guidance boundaries and adhering to compliance standards.
• Upholding our values of client-centricity.
• Developing guidance materials for the client portal.
• Supporting outreach efforts, including webinars and seminars for large employers.
• Ensuring compliance with disclosure and data privacy requirements.
• Contributing to business growth through sharing expertise.
• Staying updated on financial products and legislation, completing training requirements.

To succeed, you will have:

• Attained or be working towards RQF Level 4 qualification.
• At least 1 year of experience in financial services or 3 years in another industry.
• Excellent communication and interpersonal skills.
• Comfort in presenting to groups.
• Ability to explain complex information clearly.
• Good numeracy and IT skills.
• Knowledge of Intelligent Office / Intelliflo (preferred but not essential).
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook.

We welcome applications from candidates who may not meet all attributes but are competent in most and can develop additional skills with our support.

Additional benefits include:

• Flexible employee benefits package.
• Supportive, collaborative work environment.
• On-site mental health and wellbeing resources.
• Personal and professional development opportunities, including mentoring and access to Aspire learning portal.
• Social activities, volunteering leave, and birthday leave.
• Hybrid working model with two days in-office per week.
• Flexible working hours between 7am and 7pm.

*Early applications are encouraged due to rolling recruitment.

About Us

Founded in 2021, Hymans Robertson Personal Wealth LLP aims to deliver high-quality financial planning services via the workplace, referrals, and introductions. We believe in accessible, trustworthy support for financial wellbeing. Our team is diverse, highly qualified, and committed to creating better futures for clients and their families.

Our parent company, Hymans Robertson LLP, has a century of experience advising companies and pension schemes, now applying that same rigorous approach to individual finances.

Our environment fosters independent thinking and values each employee’s contribution. We are committed to diversity and inclusion, welcoming applications from all backgrounds. We offer flexible work arrangements to suit various needs.

We Offer

Our culture is built around our four values: friendly, confident, partnering, and straightforward. We care about our people, clients, community, and environment.

Job satisfaction comes from making a difference—helping clients secure their financial futures, participating in volunteering, and reducing our carbon footprint.

We provide competitive salaries, profit sharing, and an award-winning benefits package. We prioritize mental, physical, social, and financial wellbeing.

Flexible working allows a healthy work-life balance.

We utilize the latest technology and software to support our innovative solutions.

Opportunities for learning and career development are plentiful, empowering you to shape your career path.