Financial Planning Director

Rathbones Group Plc; Birmingham; On-site; GBP 90,000 - 120,000; Full time

Job summary

A leading wealth management firm is seeking a Senior Financial Planning Director in Birmingham. This pivotal role involves providing comprehensive financial planning and investment advice to clients, managing key relationships, and leading a skilled team. The ideal candidate will possess a high level of financial planning knowledge, demonstrate proven success in business retention and development, and have the ability to mentor colleagues. The role supports a commitment to diversity and inclusion within the workplace.

Benefits

Diverse and inclusive workplace

Opportunities for personal and professional development

Supportive team environment

Qualifications

• Proven history of managing client relationships and providing excellent financial advice.
• Experience with Defined Benefit Pension Scheme transfers is ideal.
• Timely client servicing skills essential.

Responsibilities

• Provide financial planning and investment advice to clients.
• Manage key Investment Management relationships.
• Promote holistic financial planning and wealth proposition.

Skills

High level of technical knowledge in financial planning

Good investment knowledge

Proven track record in winning and retaining business

Ability to build strong relationships

Education

Chartered status (or equivalent)

Job description

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK's most responsible wealth manager.

We see it as our responsibility to invest for everyone's tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title: Senior Financial Planning Director

Department: Rathbones Financial Planning

Location: Birmingham

Contract Type: Permanent

Hiring Manager: Office Head (Birmingham)

Team Description:

Birmingham Financial Planning team works as part of regional hub with Cheltenham, Bristol and Exeter Offices. Based in Birmingham there is an existing team including financial planners, paraplanners and other support staff. Working collegiately with the wider office function and South West Offices.

Description of role & key responsibilities:

• Provide financial planning and investment advice in all key areas of expertise to new and existing clients of the firm.
• Manage key Investment Management relationships with Financial Planning. To promote holistic financial planning to the business and to clients directly. To promote the wealth and investment proposition for Investec including Discretionary Investment Management.
• Help build and develop strategic relationships both internally and externally, contributing to the growth of the business in terms of assets under advice and assets under management contributing to the growth in overall office and business revenue.
• Consider opportunities to add value to a client relationship with the services from the wider Rathbones Group.

Core skills and knowledge:

• High level of technical knowledge required in all aspects of financial planning.
• Good investment knowledge.
• Proven track record in winning and retaining business.
• Support other financial planners, paraplanners and support team within the office to ensure the team is developing both from a personal and professional perspective.
• Lead the team with regards to managing, maintaining and growing the team and office business revenue.
• Fully qualified with Chartered status (or equivalent).
• May suit a Wealth Planner with strength in the area of advice.
• Can demonstrate alignment with the client centric ethos of the firm.
• Embedded in our culture is a sense of belonging and inclusion. To share this responsibility to support an environment in which everyone is free to express themselves.
• Ideally qualification & experience of Defined Benefit Pension Scheme transfers.
• Manage time effectively.
• Timely servicing of existing clients and meet deadlines.
• Strong relationships required with peers and the ability to build relationships.
• Empathetic approach to team members and a rapport within the wider FP and Investment Management business.
• Maintain own CPD and technical excellence whilst handling client duties.
• Promote Financial Planning / Wealth Planning in the most positive light.
• Engage in dialogue with investment managers and team leaders within Birmingham office and financial planners across the region.
• Calm, methodical and with a long term commercial view.
• Work well within a team environment.
• Mentor colleagues to help with organic growth and sustainability.
• Build trust and confidence in all business relationships quickly.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values - those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via [e-mail] to let us know what adjustments you may need.