Financial Planner

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

Job summary

Join a forward-thinking firm dedicated to enhancing financial wellbeing across the workforce. As a Financial Planner, you'll onboard clients and help them achieve their financial goals through tailored guidance and support. Collaborate with a dynamic team to drive business growth via innovative strategies and maintain strong client relationships. This role offers a supportive environment focused on personal and professional development, along with flexible working options. Embrace a culture of inclusion and innovation while making a real impact in clients' lives.

Benefits

Profit Sharing

Flexible Benefits

Social Activities

Volunteering Leave

Birthday Leave

On-site Mental Health Support

Qualifications

• Regulated financial planning experience with a client-centric approach.
• Strong interpersonal skills and a drive for business growth.

Responsibilities

• Onboard and serve clients to achieve their financial goals.
• Conduct financial assessments and develop tailored plans.

Skills

Financial Planning

Interpersonal Skills

Communication Skills

Networking

Project Management

Education

RQF Level 4 Qualification

Progressing towards Level 6

Tools

Microsoft Office

Intelligent Office/Intelliflo

Job description

Location: Birmingham, Edinburgh, Glasgow, London

The Vacancy

At Hymans Robertson Personal Wealth, we are passionate about improving financial wellbeing across the workforce through client-centric guidance and advice services. Established in 2021, we currently work with over 30 large corporates, providing financial coaching, wellbeing workshops, individual guidance sessions, and financial planning services.

As part of our growth, we are looking for an experienced Financial Planner to join our Financial Planning team.

What will your role look like?

You will onboard and serve clients, helping them achieve their financial goals. Working closely with Paraplanning, Administration, and other Financial Planners, you will also support our corporate clients through our guidance services, collaborating with our Corporate Client Management team.

Key responsibilities include:

1. Driving new business via webinars, seminars, and 1:1 guidance.
2. Securing client referrals and building professional networks.
3. Onboarding and maintaining strong client relationships.
4. Conducting financial assessments and risk analyses.
5. Developing tailored financial plans using cashflow tools.
6. Providing clients with product and service information backed by research.
7. Contributing to business growth through knowledge sharing.
8. Ensuring compliance with regulatory requirements and staying updated on legislation.

Ideal candidate qualities:

• Qualified to RQF level 4, ideally progressing towards level 6, with regulated financial planning experience.
• Excellent interpersonal and communication skills.
• Innovative, flexible, and collaborative approach.
• Strong networking abilities and drive for business growth.
• Client-centric mindset with a focus on delivering outcomes.
• Organized with good project management skills.
• Proficient in Microsoft Office; knowledge of Intelligent Office/Intelliflo is a plus.
• Aligned with our core values: friendly, partnering, straightforward, confident.

Benefits and working environment

We offer a competitive salary, profit sharing, flexible benefits, and a supportive, collaborative workplace. We focus on personal and professional development through mentoring and our Aspire learning portal. Enjoy social activities, volunteering leave, birthday leave, and on-site mental health support.

Location and culture

Roles are available in London, Birmingham, Edinburgh, or Glasgow, with hybrid working options. We are committed to fostering an inclusive culture and welcome applications from diverse backgrounds.

About Us

Hymans Robertson Personal Wealth LLP, established in 2021, delivers high-quality financial planning services to retail clients. Our parent company, Hymans Robertson LLP, has a century of experience advising institutional clients. We promote a culture of innovation, independence, and respect, offering flexible working and diverse career paths.