Financial Planning Director

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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 don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most.

We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management 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. As of June 2025

Role Title

Financial Planning Director

Division

Financial Planning

Location

Winchester

Contract

Permanent

Working pattern

Hybrid

About the Role

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.

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 alongside the Winchester team. You will also maintain existing client relationships, providing internal/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 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 of life, pensions, trust and investment matters, provide advice in line with legislative and other requirements. You will ensure complete and timely records 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

If you meet some of these criteria and are excited about the role, we encourage you to apply.

• 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
• Good presentation skills
• 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 a great team player.

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
• 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
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

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 Disability Confident Employer (level 2) 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 require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.

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