Expert Financial Planner

6 days ago

Edinburgh, Edinburgh, United Kingdom Hymans Robertson Full time

Shape Financial Futures as a Chartered Financial Planner at Hymans Robertson

We are seeking a highly motivated and experienced Chartered Financial Planner to join our esteemed team. In this role, you will play a pivotal part in guiding individuals and organizations towards their financial goals by providing comprehensive financial planning solutions.

Your Responsibilities:

  • Cultivate new business relationships and foster strong connections with key stakeholders within the corporate sector.
  • Deliver impactful workplace financial services, encompassing webinars, seminars, and personalized one-on-one consultations.
  • Develop and implement tailored financial planning strategies to meet the unique needs of each client.
  • Maintain a deep understanding of current financial products and regulatory frameworks to ensure compliant and sound advice.
  • Collaborate effectively with internal support teams to deliver exceptional client outcomes.

Your Expertise:

  • Possess the Chartered Financial Planner qualification, demonstrating your commitment to excellence in the field.
  • Bring proven experience as a regulated financial advisor, showcasing your ability to provide expert guidance.
  • Exhibit exceptional communication and presentation skills, enabling you to engage audiences effectively.
  • Demonstrate the ability to simplify complex financial concepts into clear and understandable terms.
  • Possess strong analytical and networking skills, allowing you to build lasting relationships and identify opportunities.
  • Display negotiation and influencing abilities, ensuring successful outcomes for clients.
  • Maintain proficiency in numeracy and IT applications, essential for efficient financial planning.

Your Attributes:

  • Adhere to the highest ethical standards in all professional endeavors.
  • Prioritize client service and strive to achieve exceptional results for each individual.
  • Demonstrate professionalism and meticulous attention to detail in all aspects of your work.
  • Respect client confidentiality and maintain discretion at all times.
  • Contribute positively as a supportive team member, fostering a collaborative environment.
  • Exhibit self-motivation and organizational skills, ensuring efficient task management.
  • Embrace a flexible approach to adapt to evolving needs and priorities.

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