Job Introduction
Main Responsibilities
Working closely with our Client Directors, their Associates and the in-house tax team you will be responsible for the delivery of technical financial advisory reports and advice to High Net Worth Clients. The areas of advice will include:
- Work alongside Advisers to deliver a highly personalised holistic financial planning service, focused on improving all client outcomes and ensuring client needs are met to an exceptional standard.
- Undertake technical research, compile financial planning recommendations.
- Undertake a limited number of defined benefit pension transfer reviews.
- Attend meetings with Financial Planners, developing relationships with clients.
- Analyse client data and prepare cash flow analyses.
- Liaise with product providers and other third parties.
- Mentor, nurture and develop trainees.
- Ensure all regulatory and compliance standards are met.
- Contribute to the ongoing development of best practice within the business.
Ideal Candidate
Research (by Harvard University) shows that women are particularly likely to second guess themselves and not apply - so if you are worried you don't meet all the criteria, get in touch anyhow and let us do the worrying…
- High attention to detail, with strong written and oral communication.
- Genuine desire to provide an exceptional standard of advice and service to clients.
- A strong technology and mathematical aptitude with excellent attention to detail.
- The ability to manage workflow and tasks effectively.
- A strong relationship builder and collaborative team player with a caring and quality focused, customer centric approach.
- Minimum Level 4 qualified – Diploma in Financial Planning/ Regulated Financial Planning.
- Preferably having achieved or working towards Certified &/or Chartered Financial Planner qualifications (support with this will be provided).
- Pension Transfer Specialist ideal but not essential. (AF7 or AF3)
Company Information
Handelsbanken is a relationship bank with a decentralised way of working, a strong local presence thanks to a nationwide network of branches, and a long-term approach to customer relations. Each Handelsbanken branch operates as a local business enabling it to make decisions at a local level and provide a bespoke service. The focus is always on the need of the individual customer and not on the sale of specific products.
The Bank is deeply committed to embedding good equality and diversity practice into all of our activities. This is so that we are an inclusive, welcoming and inspiring place to work that encourages everyone to apply, regardless of socio-economic background, age, disability, pregnancy and/or parental status, race (including colour, nationality, and ethnic or national origin), veteran status, marital and civil partnership status, religion or belief, sex, gender reassignment or sexual orientation.
Check our Handelsbanken website for further information
At Handelsbanken, we deeply value our unique culture and values including trust in and respect for each individual. We take pride in nurturing a work environment where people flourish, and where they are empowered to take decisions in their areas of expertise. We take a long term perspective in everything we do and want each employee who joins us to build a long terms successful career with the Bank.
What is in it for you?
- We have a wide range of learning and development available, empowering and enabling our colleagues to take ownership of their own development.
- Competitive Salary and an extensive range of benefits is provided, including private medical insurance, income protection and life assurance
- A market-leading pension contribution of 15% paid by the bank, which can be invested in a wide range of funds (including ESG and Shariah funds)
Application next steps
Your journey with us begins once you have submitted your application. One of our Handelsbanken recruiters will be reviewing your details and will later organise a phone conversation if you match the role requirements. If there is a mutual fit, we will extend an invitation for you to participate in an interview.
How can we support you to be your best self? Our Talent Acquisition team will be happy to provide support e.g. if you need additional time to prepare for an interview or you have any requirements for any part of the interview/hiring process – just let us know by email uk_talent@careers.handelsbanken.co.uk.
This advert will be live for a minimum of two weeks. However, please note that after the two weeks, the closing date could change at any time depending on the number of responses received.
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