Financial Planner

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.