Job Description

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 be joining a start-up team (with the backing of a large parent company with 100 years' history), looking to build an innovative and disruptive guidance and advice proposition aimed at improving financial wellbeing through the workplace. Our mission is to improve financial security for people regardless of their age and wealth.


We are looking for a candidate who is driven by a desire to deliver good outcomes for clients. As a new team with big plans to grow this business, you should be flexible and confident to provide your input. Being able to work collaboratively in a team environment is a must.


You should be either an experienced financial coach or be working towards becoming a regulated financial adviser and looking for a role in which you can develop your client and presentation skills. Excellent interpersonal and communications skills, confidence with clients and high levels of technical knowledge are requisites.

What will your role look like?

Financial coaching is a low-cost way to have an accredited professional focus on individuals and their financial situation, helping them start or continue on their journey towards greater financial security. Hymans Robertson Personal Wealth delivers financial coaching to employees via our workplace clients, alongside a programme of financial education workshops.


You will be a strong communicator who is keen to develop presenting skills to large audiences and has a key focus on improving the financial wellbeing of individuals in a guidance arena. You will either be an experienced financial coach or be working towards becoming a financial adviser who wants to develop their client skills in a coaching role.

Though this is a varied role, your key tasks will include:

Being proactive with coaching clients, managing client relationships through meetings and high-quality communications. Conducting high level assessments of clients' basic financial circumstances and current provisions. Operating within the 'guidance' space and adhering to strict advice boundaries. Upholding our values and culture of client-centricity at all times. Developing and writing guidance collateral for use on client portal. Supporting distribution efforts including preparing for, delivering, and attending webinars and seminars for large employers. Meeting all compliance aspects of the role including requirements for disclosure and data privacy. Contribute to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team members. Keeping up to date with financial products and legislation and setting and completing training and competence requirements.

To enjoy and succeed in this role, you will have:

Attained or be working towards RQF level 4. Minimum 1 years' experience in financial services or 3 years' professional experience in another industry. Excellent communication, interpersonal, and listening skills. Comfortable presenting to groups of people. The capability to explain complex information simply and clearly. A good level of numeracy and IT skills. Good working knowledge of Intelligent Office / Intelliflo is preferred (but not essential). Sound knowledge of Microsoft Word, Excel, PowerPoint, and Outlook.
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.

In addition to a competitive salary, we offer:

A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs. A collaborative and encouraging work environment where your thinking and ideas are encouraged. On site mental health and wellbeing assistance. A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire. Regular social activities, in addition to three days paid volunteering leave each year and a day's leave to celebrate your birthday. Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments - with the expectation of two 'in-office' days per week. A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm. Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.

Hymans Robertson Personal Wealth LLP was established in 2021, our purpose is to deliver high quality financial planning services to retail clients, accessed via the workplace, introductions, and referrals. We believe everyone should be able to access trustworthy, high-quality support with their finances. We help people from the beginning of their career all the way through to retirement, with the many decisions or challenges they may face along the way. We are a diverse team of friendly, highly qualified individuals. We're always thinking about how we can create better futures for our clients and their families.


For a century our parent company, Hymans Robertson LLP, has been helping companies and pension schemes make decisions that have real and direct consequences on the financial futures of employees and pension scheme members. From advising on and investing the assets of our institutional clients for 100 years, we've learned a thing or two. We've adopted the same rigorous approach to managing the finances of individuals.


Our working environment is refreshing and innovative where independent thinking is encouraged. Every employee genuinely makes a difference.


We're committed to promoting a diverse and inclusive environment and will take every step to ensure our employees and clients are treated fairly and with respect. We welcome applications from all backgrounds and sections of the community. We can offer flexible working and are happy to consider a variety of working patterns.