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For Companies At a Glance
- Tasks: Coach clients on financial wellbeing and manage relationships through meetings and workshops.
- Company: Join Hymans Robertson Personal Wealth, a fresh team backed by a century-old company focused on financial security.
- Benefits: Enjoy flexible working hours, hybrid model, mental health support, and opportunities for personal development.
- Why this job: Be part of an innovative team making a real impact on people's financial futures in a supportive environment.
- Qualifications: RQF level 4 qualification or equivalent experience in financial services; strong communication skills required.
- Other info: Applications welcome from diverse backgrounds; we value growth and offer mentoring support.
The predicted salary is between 36000 - 60000 £ per year.
Location: Glasgow, London, Edinburgh, Birmingham
The Vacancy
We currently have an exciting opportunity to join Hymans Robertson Personal Wealth as a Financial Coach within our growing retail advice team on a fixed-term basis. This role can be based in any of our offices: Edinburgh, Glasgow, London, or Birmingham.
You will join a start-up team (backed by a large, 100-year-old parent company), aiming to build an innovative and disruptive guidance and advice service to improve financial wellbeing through the workplace. Our mission is to enhance financial security for people of all ages and wealth levels.
We seek a candidate driven by a desire to deliver positive outcomes for clients. As a new team with ambitious growth plans, you should be flexible and proactive in providing your input. Collaboration within a team environment is essential.
You should be an experienced financial coach or working towards becoming a regulated financial adviser, seeking to develop your client and presentation skills. Excellent interpersonal, communication skills, confidence with clients, and high technical knowledge are required.
What will your role look like?
Financial coaching offers an affordable way for professionals to focus on individuals\’ financial situations, helping them progress towards greater financial security. Hymans Robertson Personal Wealth delivers financial coaching to employees via workplace programs and educational workshops.
You will be a strong communicator eager to develop presentation skills for large audiences, with a focus on improving individuals\’ financial wellbeing. Whether an experienced coach or aspiring adviser, you will develop your client skills in a coaching environment.
Key responsibilities include:
- Proactively coaching clients and managing relationships through meetings and communications.
- Assessing clients’ basic financial circumstances and current provisions.
- Operating within guidance boundaries and adhering to compliance standards.
- Upholding our client-centric values and culture.
- Creating guidance materials for client portals.
- Supporting outreach activities, including webinars and seminars for large employers.
- Ensuring compliance with disclosure and data privacy requirements.
- Contributing to business growth by sharing expertise with team members.
- Staying updated on financial products, legislation, and training requirements.
Qualifications and skills needed:
- Attained or working towards RQF level 4 qualification.
- At least 1 year of experience in financial services or 3 years in another industry.
- Excellent communication, interpersonal, and listening skills.
- Comfortable presenting to groups.
- Ability to explain complex information simply.
- Good numeracy and IT skills.
- Knowledge of Intelligent Office / Intelliflo is preferred but not essential.
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
We welcome applications from candidates who may not meet all attributes but are competent in most areas and willing to develop additional skills with our support.
Additional benefits include:
- Flexible employee benefits to suit your needs.
- Supportive, collaborative work environment.
- On-site mental health and wellbeing support.
- Opportunities for personal and professional development, including mentoring and access to our learning portal, Aspire.
- Social activities, three days paid volunteering leave annually, and a birthday leave.
- Hybrid working model with two in-office days per week.
- Flexible working hours between 7 am and 7 pm.
*Please apply early as we recruit on a rolling basis to avoid missing out.*
About Us
Hymans Robertson Personal Wealth LLP was founded in 2021 with the purpose of delivering high-quality financial planning services to retail clients through workplaces, referrals, and introductions. We believe everyone deserves trustworthy financial support, from career start to retirement, helping clients navigate life\’s financial decisions and challenges. Our team is diverse, friendly, and highly qualified, always striving to improve our clients\’ futures.
Our parent company, Hymans Robertson LLP, has been advising companies and pension schemes for over 100 years, managing assets and making decisions with significant impact on employees\’ financial futures. We apply the same rigorous approach to individual finances.
Our work environment fosters independence and innovation, where every employee makes a real difference.
We are committed to diversity and inclusion, ensuring fair treatment for all employees and clients. We welcome applications from all backgrounds and offer flexible working arrangements.
We Offer
Our Culture
We embody our four values: friendly, confident, partnering, and straightforward. We care about our people, clients, community, and environment.
Job Satisfaction
Every employee can make a difference and contribute to building better futures—helping clients, volunteering, or reducing our carbon footprint.
Reward and Wellbeing
Competitive salaries, profit sharing, and award-winning benefits. We prioritize mental, physical, social, and financial wellbeing both inside and outside work.
Flexible Working
We trust our staff to work flexibly to maintain a healthy work-life balance.
Latest Technology
We utilize cutting-edge technology and software to support our innovative business solutions.
Career Development
Opportunities for growth are plentiful, enabling you to shape your own career path.
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Financial Coach - 12 Month FTC employer: Hymans Robertson
Contact Detail:
Hymans Robertson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Coach - 12 Month FTC
✨Tip Number 1
Familiarise yourself with the latest trends in financial coaching and workplace financial wellbeing. This knowledge will not only help you during interviews but also demonstrate your commitment to the role and the company's mission.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who have experience in coaching or advisory roles. Attend relevant workshops or webinars to build connections and gain insights that could be beneficial for your application.
✨Tip Number 3
Prepare to showcase your communication and presentation skills. Consider practising your delivery on complex financial topics to ensure you can explain them simply and effectively, as this is a key requirement for the role.
✨Tip Number 4
Research Hymans Robertson Personal Wealth and understand their values and culture. Tailoring your approach to align with their client-centric focus will show that you are a good fit for their team and mission.
We think you need these skills to ace Financial Coach - 12 Month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial coaching or related fields. Emphasise your communication skills and any qualifications you have, especially if you're working towards RQF level 4.
Craft a Compelling Cover Letter: In your cover letter, express your passion for improving financial wellbeing and how your background aligns with the role. Mention specific experiences that demonstrate your ability to coach clients effectively.
Showcase Your Interpersonal Skills: Since excellent communication and interpersonal skills are crucial for this role, provide examples of how you've successfully interacted with clients or presented to groups in the past.
Highlight Your Flexibility and Proactivity: The job description mentions the need for flexibility and proactivity. Include instances where you've adapted to changing circumstances or taken initiative in previous roles to show you're a good fit for the team.
How to prepare for a job interview at Hymans Robertson
✨Show Your Passion for Financial Coaching
Make sure to express your enthusiasm for helping clients achieve financial security. Share personal anecdotes or experiences that highlight your commitment to improving financial wellbeing, as this aligns with the company's mission.
✨Demonstrate Strong Communication Skills
Since the role requires excellent interpersonal skills, practice articulating complex financial concepts in simple terms. Prepare examples of how you've successfully communicated with clients or presented to groups in the past.
✨Be Ready to Discuss Compliance and Ethics
Familiarise yourself with compliance standards and data privacy requirements relevant to financial coaching. Be prepared to discuss how you would uphold these standards while maintaining a client-centric approach.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-life coaching situations. Think about how you would handle various client scenarios, focusing on your proactive approach and ability to build relationships.
