Redmayne Bentley LLP
Financial Planner
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Company Description
Redmayne Bentley LLP is one of the largest independent investment management and stockbroking firms in the UK, with a history dating back to 1875. The firm provides award-winning, client-focused investment services, ranging from bespoke investment management to traditional stockbroking, ISAs, SIPPs, and advice tailored to different life stages. Its mission is to deliver excellent personal investment services that enhance clients’ wealth, with a vision to be the most trusted independent provider in this space. Core values of Excellence, Respect, Integrity, Responsibility, and Teamwork guide the firm’s services and culture, including a strong focus on colleague wellbeing through the &You framework and robust learning and development support.
Role Description
The Financial Planner will provide holistic financial planning advice to individual clients, helping them structure and manage their finances in line with their goals and life stages. Day-to-day responsibilities include:
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- Conducting detailed client fact-finds
- Assessing financial needs
- Preparing tailored financial plans that may cover investments, tax-efficient strategies, retirement planning, and estate considerations
The role involves:
- Explaining complex financial concepts clearly
- Reviewing and adjusting plans over time
- Collaborating with investment managers and other colleagues to ensure alignment between financial planning recommendations and portfolio management
The Financial Planner will maintain high standards of regulatory compliance, documentation, and record-keeping while upholding the firm’s values in every client interaction. This is a full-time, on-site role based in the Greater Sheffield Area.
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Qualifications
- Strong financial planning expertise, including Financial Planning and Personal Financial Planning skills.
- Relevant professional standards minimum QCFL4, but ideally Chartered.
- IHT Planning and cash flow modelling experience key.
- Strong experience in Retirement Planning, including pensions, SIPPs, and other retirement-focused solutions.
- Excellent communication skills, with the ability to build long-term client relationships and explain complex information in accessible terms, along with ability to create internal relationships with colleagues.
- High level of integrity, attention to detail, and commitment to regulatory and ethical standards.
- Ability to work collaboratively within a multidisciplinary team while managing individual client responsibilities.
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