Senior Financial Planning Director — Chichester

Rathbones; Chichester; Hybrid; GBP 70,000 - 95,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Discretionary bonus

Flexible holidays

Job summary

Rathbones in Chichester is seeking an experienced Financial Planner to lead growth through high-quality advice for high-net-worth clients, maintaining and expanding a valued portfolio, and partnering with colleagues to shape the office’s future.

Working alongside Investment Management teams, you will identify opportunities to deepen client relationships, deliver a seamless, compliant advisory service, and progress toward building a dedicated Financial Planning team in time.

Qualifications

• Experience delivering financial planning services to high-net-worth clients.
• CII Level 6, Chartered Financial Planner or CISI.
• Knowledge updated through industry briefings and events.
• Proven ability to build introducer relationships.

Responsibilities

• Build and maintain trusted relationships with high-net-worth clients, delivering exceptional financial planning advice and acting as a senior point of contact for complex cases and strategic client decisions.
• Lead regular client reviews and demonstrate the value delivered.
• Manage a significant and established client portfolio.
• Collaborate with Investment Managers to deliver a holistic service.

Skills

Financial Planning

Relationship Mgmt

Regulatory compliance

Client advisory

Education

CII Level 6/Chartered Financial Planner or CISI

Job description

Rathbones in Chichester is seeking an experienced Financial Planner to lead growth through high-quality advice for high-net-worth clients, maintaining and expanding a valued portfolio, and partnering with colleagues to shape the office’s future.

Working alongside Investment Management teams, you will identify opportunities to deepen client relationships, deliver a seamless, compliant advisory service, and progress toward building a dedicated Financial Planning team in time.