Wealth Manager

Hymans Robertson; London; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

Join a leading financial planning team as a Wealth Manager at Hymans Robertson, where you'll enhance financial wellbeing for clients. This role involves onboarding high net worth clients, providing tailored financial strategies, and developing strong professional relationships. With opportunities for personal growth and a collaborative environment, you will play a key role in helping clients achieve their financial goals while enjoying a flexible working arrangement.

Benefits

Flexible selection of employee benefits

On-site mental health and wellbeing assistance

Access to award-winning learning portal

Three days paid volunteering leave

Day’s leave to celebrate your birthday

Qualifications

• Proven experience in converting opportunities and generating client referrals.
• Demonstrable experience as a regulated financial planner or wealth manager.
• Strong networker with high levels of client-centricity.

Responsibilities

• Onboard and serve high net worth clients to support their wealth management needs.
• Conduct in-depth assessments of clients’ financial circumstances.
• Meet all regulatory aspects of the role.

Skills

Client Management

Business Development

Financial Planning

Networking

Analytical Skills

Interpersonal Skills

Education

Level 4 RQF or CISI qualification

Tools

Intelligent Office / Intelliflo

Job description

Join to apply for the Wealth Manager role at Hymans Robertson

6 days ago Be among the first 25 applicants

Join to apply for the Wealth Manager role at Hymans Robertson

The Vacancy

An exciting opportunity has arisen for an experienced

The Vacancy

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 be joining a fast-growing team that improves financial wellbeing for people across the workforce through the provision of guidance, financial planning and wealth management services.

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

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

Though this is a varied role, your key tasks will include:

Business Development

• You will cultivate relationships both with professional introducers and clients, and build your own network of introducers, prospects and clients. We have a collaborative team who work together to build networks, and you will be expected to contribute to this.
  
  

Serving Clients

• Developing strong relationships to onboard and retain clients, managing your client relationships through meetings (either online or in business premises) and via high-quality communications.
• Conducting in-depth assessments of clients’ financial circumstances, current provisions, and future aims and goals.
• Completing investment risk analyses using our attitude to investment risk questionnaires.
• Analysing information and preparing plans and financial strategies best suited to individual clients’ requirements, using cashflow planning tools and working closely with our Head of Wealth Management on more complex cases.
• Researching the marketplace and providing clients with information on existing and new products and services.
  
  

Regulatory

• Meet all regulatory aspects of the role, e.g., requirements for disclosure, costs of the services or products provided whilst accepting responsibility for the advice provided.
• Adhering to all compliance processes and procedures, including maintaining a valid Statement of Professional Standing.
• Keeping up to date with financial products and legislation and setting and completing training and competence requirements.
  
  

To enjoy and succeed in this role, you will have:

• Proven experience in converting opportunities is essential, as well as generating a strong level of client referrals.
• A level 4 RQF or CISI qualification, potentially working towards level 6 and have demonstrable experience as a regulated financial planner or wealth manager.
• Excellent and proactive client management skills, e.g. contacting clients with news of market or legislation changes that may affect their savings and investments.
• Proven success in cultivating relationships both with professional introducers and clients, and evidence of building your own network of introducers, prospects and clients.
• Experience working in a team. We are looking for a real team player who will work closely with the Head of Wealth Management, as well as paraplanning and administration support.
• Excellent interpersonal and communications skills, confidence with clients, and high levels of technical knowledge are requisites.
• A strong networker with evidence of high levels of client-centricity as well as your approach to both growing and serving your client base.
• A good level of numeracy and IT skills.
• Good working knowledge of Intelligent Office / Intelliflo is preferred (but not essential).
  
  

We would also encourage applications from candidates who perhaps do not possess all the attributes and experience listed above but are competent with the majority and would be able to quickly develop the additional skills and experience required in post with our full support.

• A more detailed list of requirements for this position is available within the role profile – which is available on request
  
  

In addition to a competitive salary and access to our profit share scheme, we offer:

• A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
• A collaborative and encouraging work environment where your thinking and ideas are encouraged.
• On site mental health and wellbeing assistance.
• 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.
• 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 – with the expectation of two ‘in-office’ days per week.
• A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm.
  
  

Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.

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.

We’re committed to promoting a diverse and inclusive environment and will take every step to ensure our employees and clients are treated fairly and with respect. We welcome applications from all backgrounds and sections of the community. We can offer flexible working and are happy to consider a variety of working patterns.

We Offer

Our culture

We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.

Job satisfaction

Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.

Reward and wellbeing

We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.

Flexible working

We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.

Latest technology

We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.

Career development

There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Hymans Robertson by 2x

Get notified about new Wealth Manager jobs in London, England, United Kingdom.

Greater London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 1 week ago

Goldman Sachs Asset & Wealth Management - Consultant Relations Associate - London

London, England, United Kingdom 5 days ago

London, England, United Kingdom 1 month ago

London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 2 weeks ago

Greater London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

Asset & Wealth Management - Administrative Assistant - London

London, England, United Kingdom 2 weeks ago

Asset & Wealth Management, XIG Vintage, Vice President, London

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 4 months ago

London, England, United Kingdom 2 weeks ago

Investment Manager - Infrastructure Equity EMEA

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 1 month ago

London, England, United Kingdom 1 month ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 month ago

London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

Asset & Wealth Management - Alternatives Capital Formation - Vintage Strategies (Private Equity /Infrastructure/ Credit ) - Vice President - London

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 6 days ago

UHNW Private Banker at a leading international Private Bank

London, England, United Kingdom 1 week ago

Quilter Full-Time Financial Adviser Programme - London

Goldman Sachs Asset & Wealth Management - Emerging Markets Trader - Vice President -London

London, England, United Kingdom 1 week ago

London, England, United Kingdom 5 days ago

Private Wealth Management, Credit Specialist, Cross Markets Team, Vice President, London

London, England, United Kingdom 2 weeks ago

Citi Global Wealth - Lending Advisory Head for UK, Europe, MEA

London, England, United Kingdom 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.