Senior Financial Planning Professional

4 weeks ago


Birmingham, Birmingham, United Kingdom Hymans Robertson Full time

About the Role

We are seeking a highly skilled and experienced Financial Planning Advisor to join our team at Hymans Robertson. As a key member of our financial planning team, you will be responsible for delivering exceptional financial planning services to our clients, building strong relationships with key decision-makers, and driving business growth.

Key Responsibilities

  • Develop and maintain a portfolio of high-value clients, providing tailored financial planning advice and guidance to help them achieve their financial goals.
  • Work closely with our corporate team to deliver workplace financial wellbeing services, including delivering presentations and webinars to large employers.
  • Conduct in-depth assessments of clients' financial circumstances, current provisions, and future aims and goals, providing advice and guidance to help them achieve their objectives.
  • Prepare and present financial plans and strategies to clients, ensuring they are tailored to their individual needs and circumstances.
  • Review and respond to clients' changing needs and financial circumstances, providing ongoing support and guidance to help them achieve their financial goals.
  • Stay up-to-date with financial products and legislation, ensuring you have the latest knowledge and expertise to provide the best possible advice to clients.

Requirements

  • RQF level 4 qualified and Diploma Financial Planner Status.
  • Demonstrable experience as a regulated financial adviser, with a strong track record of delivering positive outcomes for clients.
  • Excellent communication, interpersonal, and listening skills, with the ability to present complex information in a clear and concise manner.
  • Strong research and analytical skills, with the ability to negotiate with product suppliers and establish relationships with clients and potential future clients.
  • High levels of numeracy and IT skills, with the ability to work accurately and efficiently in a fast-paced environment.

About Us

Hymans Robertson is a leading firm of actuaries, consultants, and financial planners, with a long history of delivering exceptional services to our clients. We are committed to helping our clients achieve their financial goals, and we are looking for a highly skilled and experienced Financial Planning Advisor to join our team.



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