Senior Financial Planner Professional

4 weeks ago


Birmingham, Birmingham, United Kingdom Hymans Robertson Full time

The Role

We are seeking a skilled Senior Financial Planner Professional to join our team at Hymans Robertson. The successful candidate will be responsible for building their 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.

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.

About the Company

We are a leading consultancy providing expert financial and benefit services to clients across the UK. Our team is passionate about delivering exceptional client service and outcomes.



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