Strategic Financial Planning Director - Hybrid

Rathbones Group Plc; Sheffield; Hybrid; GBP 90,000 - 120,000; Full time

Job summary

Rathbones Group Plc in Sheffield seeks a Financial Planning Director to deliver high-level financial planning advice and lead a senior team. You will manage client relationships, guide investment managers, and grow the client book while upholding the highest standards of professional judgement and service.

You will also role-model best practices, maintain CPD-compliant records, and contribute to business development through strong relationship-building with clients and intermediaries.

Qualifications

• CII Level 6 or Chartered Financial Planner qualification.
• Strong technical capability and regulatory CPD adherence.
• Excellent communication and client-service mindset.

Responsibilities

• Provide high-level financial planning advice to clients.
• Manage a client portfolio and grow the client book.
• Support Investment Managers' growth strategy and liaise with intermediaries.
• Lead and mentor junior colleagues; share best practices.
• Maintain records and ensure compliance with regulatory requirements.

Skills

Client management

Communication skills

Teamworking

Influencing & organisational skills

Attention to detail

Pro-active & collaborative

Education

CII Level 6 / Chartered Financial Planner (or CISI)

Further professional qualifications as required

Job description

Rathbones Group Plc in Sheffield seeks a Financial Planning Director to deliver high-level financial planning advice and lead a senior team. You will manage client relationships, guide investment managers, and grow the client book while upholding the highest standards of professional judgement and service.

You will also role-model best practices, maintain CPD-compliant records, and contribute to business development through strong relationship-building with clients and intermediaries.