At a Glance
- Tasks: Help deliver high-quality financial advice and create robust financial plans.
- Company: Join a passionate team at Hymans Robertson Personal Wealth, focused on financial wellbeing.
- Benefits: Enjoy flexible working, competitive salary, and access to mental health support.
- Other info: Collaborative environment with mentoring opportunities and regular social activities.
- Why this job: Make a real impact in clients' financial lives while growing your career.
- Qualifications: Experience as a Paraplanner and strong technical knowledge in financial planning.
The predicted salary is between 35000 - 42000 £ per year.
The Vacancy
At Hymans Robertson Personal Wealth we are passionate about improving financial wellbeing for people right across the workforce. We do this through providing client-centric guidance and advice services. Established in 2021, we work with over 30 large corporates, delivering financial coaching, wellbeing workshops, individual guidance sessions and financial planning services
As part of our continued growth in this area, we have an opportunity for an experienced Paraplanner to join our team.
What will your role look like?
As an experienced Paraplanner in our Personal Wealth team, you’ll play a vital role in helping us deliver high‑quality, client‑focused financial advice. Working closely with our Planners and wider stakeholders, you’ll use your technical expertise to support the creation of robust, compliant and well‑considered financial plans.
This is a role where your insight and judgement will really matter. You’ll be trusted to analyse complex client scenarios, research appropriate solutions and translate technical detail into clear, practical recommendations. As the team continues to grow, you’ll also have the opportunity to shape how we do things — contributing ideas, supporting development and helping us continually raise the bar.
With flexibility built in, including the option to work from home a couple of days a week, this role offers both challenge and balance, alongside genuine scope for future progression.
Though this is a varied role, your key tasks will include:
To enjoy and succeed in this role, you will have:
We would also encourage applications from candidates who perhaps do not possess all the attributes and experience listed above but are competent with the majority and would be able to quickly develop the additional skills and experience required in post with our full support. We would also love to hear about other knowledge and experience you may have that is not listed but could be of interest.
In addition to a competitive salary and access to our profit share scheme, we offer:
Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.
VacancyTitle: Wealth Planning Analyst in London employer: Hymans Robertson
Hymans Robertson is an excellent employer, offering a dynamic hybrid working model that promotes work-life balance while fostering an inclusive culture focused on employee wellbeing. With a strong emphasis on professional growth, employees are encouraged to develop their skills and advance their careers within a supportive environment, making it an ideal place for those looking to make a meaningful impact in the investment services sector.
StudySmarter Expert Advice🤫
We think this is how you could land VacancyTitle: Wealth Planning Analyst in London
✨Tap into Campus Networks
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We think you need these skills to ace VacancyTitle: Wealth Planning Analyst in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hymans Robertson.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hymans Robertson's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hymans Robertson
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hymans Robertson.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hymans Robertson will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hymans Robertson employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
