Financial Planner

Company Description

Hymans Robertson has been innovating and navigating uncertainty for over 100 years. We offer independent pensions, investments, benefits, and risk consulting services, as well as data and technology solutions to employers, trustees, and financial institutions. We invest in our people, technology, and building long-term, trusted relationships. With over 1,000 employees across 4 offices, we are at the forefront of our industry, known for our open, agile, and energetic approach.

Role Description

This is a full-time hybrid role for a Financial Planner, based in any of our four offices Edinburgh, Birmingham, London & Glasgow with the flexibility for some remote work. The Financial Planner will be responsible for providing clients with personalized financial strategies, managing client portfolios, and offering advice on investments, pensions, and risk management. The role requires developing long-term financial plans, monitoring market trends, conducting client reviews, and ensuring compliance with regulatory standards.

Qualifications

• Strong knowledge of financial planning, investment strategies, and risk management
• Excellent analytical and quantitative skills
• Effective communication and interpersonal skills to build client relationships
• Experience with financial software and technology solutions
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Economics, or related field
• Certified Financial Planner (CFP) designation is preferred
• Experience in the financial services industry is a plus