Financial Planning Director

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

In this role you will work with the Financial Planning and Investment Management team to develop new business and to contribute to the office growth strategy, ensuring that the quality of advice and service is of the highest standard. This will involve working with and developing new external professional relationships and to lead these relationships where appropriate. You will also maintain existing client relationships, providing internal/external clients with advice and service.

This is great opportunity for someone who knows the local market well and is skilled at relationship building, to join an ambitious team and progress swiftly within one of the UK’s leading Wealth Management firms.

What you’ll be responsible for

• Contribute to the growth of the business through the provision of high-quality, compliant advice and participate in marketing initiatives; collaborating with Rathbones Investment Management colleagues and other professional partners in the legal and tax community to encourage the introduction of clients
• Deliver excellent client service by: ensuring they are advised on the most appropriate service for their circumstances; working collaboratively with other colleagues in the business to provide a consistent service; ensuring that clients are charged fairly in accordance with the Schedule of Charges; ensuring the number of clients being handled does not exceed capacity
• Manage risk by: maintaining good working knowledge, providing advice in line with legislative and other requirements, practice is maintained in respect of life, pensions, trust and investment matters; ensuring complete and timely records are made of all interactions with clients and technical documentation is in place to satisfy any requirements of any pension, investment, legislative or compliance changes; regular reviews of client’s personal arrangements in line with the Ongoing advice service
• Ensure that clients’ annual review services are delivered consistently and reliably and that the records adequately attest to this.

About you

• Experience of successfully delivering a Financial Planning service, with strong up-to-date industry and investment knowledge
• Qualified at Level 6 as a Chartered Financial Planner
• Proven track record of building relationships with introducers either internal or external
• Remain conscious of commercial imperatives whilst ensuring that regulatory and Training & Competence requirements are observed.
• You will be skilled at influencing, motivating yourself and others and highly analytical.
• You will be highly organised, have strong time management skills and great at teamwork and building a team.

Role Title: Financial Planning Director

Division: Financial Planning

Location: Bournemouth

Contract: Permanent

Working pattern: Hybrid

About the Role

In this role you will work with the Financial Planning and Investment Management team to develop new business and to contribute to the office growth strategy, ensuring that the quality of advice and service is of the highest standard. This will involve working with and developing new external professional relationships and to lead these relationships where appropriate. You will also maintain existing client relationships, providing internal/external clients with advice and service.

This is great opportunity for someone who knows the local market well and is skilled at relationship building, to join an ambitious team and progress swiftly within one of the UK’s leading Wealth Management firms.

What you’ll be responsible for

• Contribute to the growth of the business through the provision of high-quality, compliant advice and participate in marketing initiatives; collaborating with Rathbones Investment Management colleagues and other professional partners in the legal and tax community to encourage the introduction of clients
• Deliver excellent client service by: ensuring they are advised on the most appropriate service for their circumstances; working collaboratively with other colleagues in the business to provide a consistent service; ensuring that clients are charged fairly in accordance with the Schedule of Charges; ensuring the number of clients being handled does not exceed capacity
• Manage risk by: maintaining good working knowledge, providing advice in line with legislative and other requirements, practice is maintained in respect of life, pensions, trust and investment matters; ensuring complete and timely records are made of all interactions with clients and technical documentation is in place to satisfy any requirements of any pension, investment, legislative or compliance changes; regular reviews of client’s personal arrangements in line with the Ongoing advice service
• Ensure that clients’ annual review services are delivered consistently and reliably and that the records adequately attest to this.

About you

• Experience of successfully delivering a Financial Planning service, with strong up-to-date industry and investment knowledge
• Qualified at Level 6 as a Chartered Financial Planner
• Proven track record of building relationships with introducers either internal or external
• Remain conscious of commercial imperatives whilst ensuring that regulatory and Training & Competence requirements are observed.
• You will be skilled at influencing, motivating yourself and others and highly analytical.
• You will be highly organised, have strong time management skills and great at teamwork and building a team.

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9%non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance - 8 x salary
• Income protection – 75 % salary
• Company share scheme
• Flexible holidays – purchase up to 5 additional days
• Discretionary bonus
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community.These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

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.

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 feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at [e-mail]

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work:

• We aim high
• We get it done
• We show we care
• We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.