Chartered Financial Planner

4 weeks 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 as a Financial Planning Specialist in our Corporate Team. As a key member of our team, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services.

Key Responsibilities

  • Generate new business and build introducer relationships.
  • Play a key role in our workplace services, working collaboratively with our corporate team.
  • Develop strong relationships to win and retain clients, managing client relationships through meetings and high-quality communications.
  • Conduct in-depth assessments of clients' financial circumstances, current provisions and future aims and goals.
  • Prepare plans and financial strategies best suited to individual clients' requirements.
  • Review and respond to clients' changing needs and financial circumstances.
  • Proactively contacting clients with news of market or legislation changes that may affect their savings and investments.

Requirements

  • Qualified to level 6 and have achieved Chartered Financial Planner status.
  • Demonstrable experience as a regulated financial adviser.
  • Excellent communication, interpersonal, and listening skills.
  • Comfortable presenting to large groups of people.
  • The capability to explain complex information simply and clearly.
  • The ability to network, establish relationships with clients and potential future clients.
  • Demonstrate excellent research and analytical skills.
  • Strong negotiation and influencing skills as well as determination and tenacity.
  • High levels of numeracy and IT skills.

Personal Attributes

  • An ethical approach to work.
  • Focus on excellent client service and outcomes.
  • High levels of professionalism and attention to detail.
  • Apply discretion and an understanding of the need for client confidentiality.
  • A team player, supportive of colleagues, and helping others develop their careers.
  • Self-motivation, organisation, and being able to prioritise effectively.
  • A flexible approach to work.

About Us

Hymans Robertson is a leading actuarial and consulting firm, providing expert advice to clients across the UK. We are committed to delivering exceptional client service and outcomes, and we are seeking a talented and experienced Chartered Financial Planner to join our team.

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