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Jobs in Edinburgh, edinburgh, gb
Financial Planner
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Hymans RobertsonEdinburgh- Permanent
The Vacancy
As a Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services, working in a collaborative team environment. You will be supported in building your client base through workplace activities, through developing professional connections and via other channels (such as Unbiased).
You will have support from a paraplanner and financial administrator and will work closely with the wider financial planning team. You will be provided with full training and ongoing support with your career development.
With high levels of professionalism, you will be interacting with key decision makers at some of the UK’s largest corporates. You will be comfortable presenting to large groups of people, as well as great at establishing strong relationships with individuals, demonstrating empathy and a client centric approach.
You’ll have a strong history of delivering positive outcomes for your financial planning clients, and you’ll be comfortable using a centralised investment proposition.
You will be a proven business winner and a proactive team player, with the drive and commitment to deliver excellent outcomes for both clients and the business.
Role Responsibilities
Winning work
- Generate new business and build introducer relationships.
- Play a key role in our workplace services, working collaboratively with our corporate team (e.g., delivering and attending webinars and seminars for large employers, potentially acting as ‘Lead Adviser’ with some relationships, and running one-to-one guidance sessions with employees).
Client-centric financial planning
Compliance
Research and technical duties
Qualifications
Skills and experience
Personal attributes