Hybrid Wealth Planner

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

Job summary

A financial services firm is seeking an experienced Financial Planner to effectively onboard and serve clients. This role involves developing tailored financial strategies, pursuing new business opportunities, and assisting clients in achieving their lifetime financial goals. The ideal candidate should have qualifications at RQF level 4 or higher and possess strong interpersonal skills with a focus on client satisfaction. The firm offers a competitive salary along with flexible benefits and a supportive hybrid work environment.

Benefits

Competitive salary

Flexible employee benefits

Supportive hybrid work environment

Qualifications

• Qualifications at RQF level 4 or higher.
• Strong interpersonal skills.
• Client-centric approach.

Responsibilities

• Onboard and serve clients effectively.
• Develop financial strategies.
• Engage in new business opportunities.

Skills

Interpersonal skills

Client-centric approach

Education

RQF level 4 or higher

Job description

A financial services firm in Birmingham is looking for an experienced Financial Planner to onboard and serve clients effectively. This role involves developing financial strategies, engaging in new business opportunities, and assisting clients in reaching their lifetime financial goals. The ideal candidate has qualifications at RQF level 4 or higher, strong interpersonal skills, and a client-centric approach. The firm offers a competitive salary, flexible employee benefits, and a supportive hybrid work environment.