Financial Planner | Birmingham, UK

Hymans Robertson LLP; Birmingham; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial planning services company is seeking an experienced Financial Planner to join their Birmingham team. The role involves onboarding clients, providing personalized financial advice to help them achieve their goals, and collaborating with colleagues to enhance guidance services for corporate clients. A flexible approach to working and a commitment to client success are essential. The role offers opportunities for personal and professional development, as well as a supportive working environment.

Benefits

Flexible employee benefits

Collaborative work environment

Professional development opportunities

Paid volunteering leave

Mental health support

Qualifications

• Demonstrable experience as a regulated Financial Planner.
• Ability to consult and influence successfully with clients and colleagues.
• Flexible, innovative approach to developing solutions.

Responsibilities

• Onboard and serve clients with financial advice needs.
• Deliver webinars/seminars and 1:1 guidance to corporate clients.
• Conduct in-depth assessments of clients’ financial circumstances.

Skills

Interpersonal skills

Communication skills

Project management

Client-centric approach

Networking skills

IT skills (Microsoft Office)

Education

RQF level 4 qualification

Tools

Microsoft Office

Intelligent Office/Intelliflo

Job description

The Vacancy

At Hymans Robertson Personal Wealth we are passionate about improving financial wellbeing for people right across the workforce. We do this through providing client‑centric guidance and advice services. Established in 2021, we work with over 30 large corporates, delivering financial coaching, wellbeing workshops, individual guidance sessions and financial planning services.

As part of our continued growth in this area, we have an opportunity for an experienced Financial Planner to join the Financial Planning team.

What will your role look like?

As a Financial Planner in our fast‑growing team, your primary responsibility will be to onboard and serve clients with their financial advice needs, helping them achieve their lifetime financial goals. You will be part of a supportive team, working closely with your Paraplanning and Administration colleagues, as well as other Financial Planners. You will also play an important role in the delivery of our guidance services to our extensive range of corporate clients who appoint us to support their people, working closely with our Corporate Client Management team.

Responsibilities

• Proactively driving new business through a combination of delivering webinars/seminars and 1:1 guidance to the employees of our corporate clients.
• Securing a strong rate of client referrals and developing professional connections within your own network.
• Developing strong relationships to onboard and retain clients.
• Conducting in-depth assessments of clients’ financial circumstances, current provisions, and future aims and goals, and completing investment risk analyses.
• Analysing information and preparing plans and financial strategies best suited to individual clients’ requirements, using cashflow planning tools.
• Backed by research, providing clients with information on existing and new products and services.
• Contributing to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team members.
• Working in a way that meets the regulatory aspects of this role, including adherence to our compliance processes and keeping up to date with financial products and legislation.

Qualifications

• Qualified to RQF level 4, potentially working towards level 6, with demonstrable experience as a regulated Financial Planner and high levels of technical knowledge within this field.
• Exceptional interpersonal and communication skills, demonstrated through your ability to consult and influence successfully with clients and colleagues.
• A flexible, innovative approach to developing solutions, working effectively with others.
• Strong, strategic networking skills, with the drive and tenacity to use these to support the further growth of our business.
• Taking a client‑centric approach, enthused by the opportunity to deliver good outcomes for clients, evidenced in your approach to both growing and serving your client base in previous positions.
• Strong organisational and project management skills, with the ability to effectively multi‑task.
• First class IT skills (in particular the suite of Microsoft Office tools). In addition to this (though not essential) we would be keen to speak to candidates with a good working knowledge of Intelligent Office/Intelliflo.
• The ability to work in a way that is aligned to our four core values of being friendly, partnering, straightforward and confident.

Benefits

• A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
• A collaborative and supportive work environment where your thinking and ideas are encouraged.
• 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.
• On site mental health and wellbeing support.

We are open to this role being based in any of our four UK based offices – London, Birmingham, Edinburgh or Glasgow. We offer 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.

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn't limited to age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio‑economic background.

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.