Location: Winchester
Contract: Permanent
Working pattern: Hybrid
About the Role
This is a 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.
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 that 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
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
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
Legal
We are a Disability Confident Employer (level 2) under the UK Government scheme. 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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