Chartered Financial Planning Director — Hybrid Role

Rathbones; Bournemouth; Hybrid; GBP 90,000 - 150,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Income protection

Company share scheme

Flexible holidays

Discretionary bonus

Green Car Scheme

Family friendly policies

Study support

Season travel ticket loans

Volunteering days

Gym discounts

Job summary

Rathbones in Bournemouth seeks a Financial Planning Director to lead growth, develop external relationships, and deliver high-quality, compliant advice. The role emphasizes building a strong local network and managing a high standard of client service within a leading UK wealth manager.

The position is permanent with hybrid working arrangements. The successful candidate will guide the Financial Planning division and drive ongoing client reviews while upholding regulatory standards and team

Qualifications

• Experience delivering Financial Planning services with strong investment knowledge.
• Qualified at Level 6 as a Chartered Financial Planner.
• Proven track record of building relationships with introducers internal or external.
• Regulatory and Training & Competence requirements must be observed.

Responsibilities

• Contribute to growth through high-quality, compliant advice and marketing; collaborate with colleagues and partners to encourage client introductions.
• Deliver excellent client service by advising on the most appropriate service, ensuring fair charging and manageable client load.
• Manage risk by maintaining knowledge, complying with legislation, keeping complete records and updating documentation as required; review client arrangements.
• Ensure annual client reviews are delivered consistently with proper records.

Skills

Financial Planning

Chartered Planner

Relationship Building

Regulatory Compliance

Influencing

Time Management

Education

Level 6 Chartered Financial Planner

Job description

Rathbones in Bournemouth seeks a Financial Planning Director to lead growth, develop external relationships, and deliver high-quality, compliant advice. The role emphasizes building a strong local network and managing a high standard of client service within a leading UK wealth manager.

The position is permanent with hybrid working arrangements. The successful candidate will guide the Financial Planning division and drive ongoing client reviews while upholding regulatory standards and team