VacancyTitle: Wealth Planning Analyst

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 b...