Wealth Manager

Hymans Robertson LLP.; United Kingdom; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading company seeks an experienced Wealth Manager to join their financial planning team. The role involves onboarding high net worth clients, conducting financial assessments, and ensuring regulatory compliance. Candidates can apply for part-time or full-time positions, with opportunities for personal growth and development in a supportive environment.

Benefits

Competitive salary

Profit share scheme

Flexible benefits

Mental health and wellbeing resources

Development opportunities

Social activities

Volunteering leave

Birthday leave

Qualifications

• Proven success in converting opportunities and generating client referrals.
• Experience as a regulated financial planner or wealth manager.

Responsibilities

• Onboard and serve high net worth clients.
• Conduct detailed assessments of clients’ financial situations.
• Ensure compliance with regulatory requirements.

Skills

Client Management

Interpersonal Skills

Communication

Relationship Cultivation

Teamwork

Technical Knowledge

Numeracy

IT Skills

Education

Level 4 RQF or CISI qualification

Level 6 progression preferred

Tools

Intelligent Office

Intelliflo

Job description

An exciting opportunity has arisen for an experienced Wealth Manager to join the financial planning team in Hymans Robertson Personal Wealth. This role is available in any of our office locations, and we are open to considering candidates on a part-time or full-time basis (minimum 4 days per week).

What will your role look like?

You will join a fast-growing team dedicated to improving financial wellbeing for people across the workforce through guidance, financial planning, and wealth management services.

Your primary responsibility will be to onboard and serve high net worth clients, supporting their wealth management needs and helping them achieve their lifetime financial goals.

There is significant scope for personal growth and development within this collaborative and supportive team.

Key tasks include:

Business Development

• Building relationships with professional introducers and clients, developing your own network of prospects and clients, and contributing to team efforts in network building.

Serving Clients

• Onboarding and retaining clients through meetings (online or in person) and high-quality communication.
• Conducting detailed assessments of clients’ financial situations, provisions, and future goals.
• Completing investment risk analyses and preparing tailored financial plans using cashflow tools.
• Researching market products and informing clients about new and existing offerings.

Regulatory Responsibilities

• Ensuring compliance with all regulatory requirements, including disclosure and advice responsibilities.
• Maintaining a valid Statement of Professional Standing and staying updated on legislation and products through ongoing training.

Candidate Requirements

• Proven success in converting opportunities and generating client referrals.
• Level 4 RQF or CISI qualification, with progression towards level 6 preferred, and experience as a regulated financial planner or wealth manager.
• Excellent client management, interpersonal, and communication skills.
• Experience in relationship cultivation and network building.
• Teamwork experience and a collaborative mindset.
• Strong technical knowledge, numeracy, and IT skills; familiarity with Intelligent Office / Intelliflo is advantageous.

We welcome applications from candidates who may not meet all criteria but are willing to develop the necessary skills with our support.

Additional Benefits

• Competitive salary, profit share scheme, and flexible benefits.
• Supportive, innovative work environment with mental health and wellbeing resources.
• Development opportunities through mentoring and Aspire learning portal.
• Social activities, volunteering leave, and birthday leave.
• Hybrid working with two in-office days per week and flexible hours between 7am and 7pm.

We recruit on a rolling basis; early applications are encouraged to avoid disappointment.