Financial Planning Director

Rathbone Brothers; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

Rathbones in London is seeking a senior financial adviser to provide high-level financial advice, lead client relationships, and set the benchmark for service quality and professional judgement. You will support Investment Managers with growth strategies and grow the client book while maintaining strong client satisfaction.

Maintain thorough records, complete CPD to regulatory requirements, and act as a role model for junior colleagues. Hybrid working arrangement in London is available.

Qualifications

• Excellent client management and relationship-building skills.
• Ability to deliver high-quality, judgement-based financial advice.

Responsibilities

• Provide high-level financial advice to individuals and build client relationships.
• Maintain annual review services and accurate records for clients.
• Grow client book and support Investment Managers with growth strategies.
• Collaborate with Rathbones services to deliver holistic outcomes.

Skills

Client management

Relationship building

Senior advisory

Regulatory compliance

Job description

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At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future.

We're proud to be one of the UK’s leading wealth managers, with £113.6bn in assets under management (as of March 2026) and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing.

Location: London

Contract: Permanent

Working pattern: Hybrid

About the Role

To provide high-level financial advice to individuals and act as a senior adviser within the team, setting the benchmark for advice quality, client experience and professional judgement. Requires both technical expertise and strong relationship-building skills. Continue to build and maintain existing client relationships, while growing client book to provide more internal/external clients with advice. Support Investment Managers with their growth strategy (where appropriate), ensuring that the quality of advice and service is of the highest standard. To ensure that Investment Managers and others are pro-actively informed of activities in relation to their client affairs, where appropriate. To act as a role model for more junior colleagues.

What you’ll be responsible for

• Excellent client management skills, delivering consistently high-quality advice while acting as a point of reference for complex client cases and judgement-based decisions within the team.
• Ensure that clients' annual review services are delivered consistently and reliably and that the records adequately attest to this.
• Manage a client portfolio with Group revenue contribution of over £500k per annum with AUM of over £60million.
• Ability to review client circumstance and identify areas of important/potential future opportunities.
• Proactively engages with clients and intermediaries, resolving issues and enhancing client experience, consistently achieves high levels of client satisfaction and retention.
• Collaborates with IM's/ PM's and other Rathbones services to deliver holistic outcomes (where appropriate).

Financial Planning and technical development

• Manage risk by: maintaining good working knowledge and provide advice in line with legislative and other requirements; completing CPD in line with regulatory requirements to maintain SPS; 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