Chartered Financial Planner

2 months ago


Birmingham, Birmingham, United Kingdom Hymans Robertson Full time

About the Role

We are seeking a highly skilled and experienced Chartered Financial Planner to join our team at Hymans Robertson. As a key member of our financial planning team, you will be responsible for building and maintaining a strong client base, delivering high-quality financial planning services, and supporting the growth of our business.

Key Responsibilities

  • Generate new business opportunities and build relationships with key decision-makers in large corporates.
  • Play a key role in our workplace services, working closely with our corporate team to deliver financial planning services to employees.
  • Develop and maintain strong relationships with clients, providing high-quality financial planning advice and guidance.
  • Conduct in-depth assessments of clients' financial circumstances and develop tailored financial plans to meet their needs.
  • Meet all regulatory requirements and adhere to compliance processes and procedures.
  • Work collaboratively with our support teams to ensure seamless delivery of services.

Requirements

  • Chartered Financial Planner status and a strong track record of delivering high-quality financial planning services.
  • Excellent communication, interpersonal, and listening skills.
  • Ability to present complex information in a clear and concise manner.
  • Strong negotiation and influencing skills, with a proven ability to build and maintain strong relationships with clients and stakeholders.
  • High levels of numeracy and IT skills, with experience of using financial planning software and systems.

What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional development and career growth. If you are a motivated and experienced Chartered Financial Planner looking for a new challenge, we would love to hear from you.



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