Financial Advisor​/Chartered Financial Adviser

Overview

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 or Chartered Financial Planner to join the Financial Planning team.

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.

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

• 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.

• Qualified to RQF level 4, working towards level 6 or Chartered with demonstrable experience as a regulated Financial Planner and high levels of technical knowledge within this field.
• Experience building your own client book and winning new business.
• 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.

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

• 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…