Financial Planning Director

Rathbones; Bournemouth; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

A leading financial services company is seeking to hire a Financial Planning Director to enhance their growth strategy and ensure high-quality client service. The role entails developing external relationships and managing client affairs efficiently. Candidates should possess a Level 6 Chartered Financial Planner qualification, backed by a strong financial planning service delivery experience. This is a hybrid position based in Bournemouth, offering an attractive benefits package including a company pension, private medical insurance, and study support.

Benefits

Company pension – 9% non-contributory or 10% with 5% contribution

Private medical insurance

Life assurance – 8× salary

Company share scheme

Discretionary bonus

Flexible holidays – purchase up to 5 additional days

Green Car Scheme

Enhanced family leave for parents & carers

Study support

Season travel ticket loans

Other voluntary benefits

Qualifications

• Experience successfully delivering a Financial Planning service.
• Qualified at Level 6 as a Chartered Financial Planner.
• Proven track record of building relationships with introducers.
• Conscious of commercial imperatives and regulatory requirements.
• Skilled at influencing and motivating others.

Responsibilities

• Contribute to business growth by delivering high-quality compliant advice.
• Provide excellent client service tailored to clients' circumstances.
• Manage risk and maintain records of client interactions.
• Ensure delivery of clients' annual review services.

Skills

Financial Planning service delivery

Industry and investment knowledge

Building relationships

Analytical skills

Time-management skills

Team building

Education

Level 6 Chartered Financial Planner qualification

Job description

Job Title: Financial Planning Director

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 leading these relationships where appropriate. You will also maintain existing client relationships, providing internal and external clients with advice and service.

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 to provide a consistent service, ensuring clients are charged fairly per the Schedule of Charges, and keeping client numbers within capacity.
• Manage risk by maintaining a good working knowledge and providing advice in line with legislative and other requirements, ensuring complete and timely records of all client interactions and technical documentation, and conducting regular reviews of clients’ personal arrangements in line with 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.
• Skilled at influencing, motivating yourself and others, and highly analytical.
• Highly organised with strong time‑management skills, great at teamwork, and adept at building a team.

Our offer to you

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

Benefits

• A company pension – 9% non‑contributory or 10% if you contribute 5%.
• Private medical insurance.
• Life assurance – 8× salary.
• Company share scheme.
• Discretionary bonus.
• Flexible holidays – purchase up to 5 additional days.
• 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.
• Other voluntary benefits you can choose to suit you.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector to achieve this, and 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.

Equality, Diversity and Inclusion

We are a Level 2 Disability Confident Employer under the UK Government scheme. This means we have 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.

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 are part of.

Values

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

How to Apply

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.