Senior Financial Planning Director – Rathbones
Join to apply for the Senior Financial Planning Director role at Rathbones. This position is based in Birmingham and is part of the Financial Planning team within our regional hub covering Cheltenham, Bristol and Exeter offices.
Team Description
This team works collegiately with the wider office function and South West offices. It includes financial planners, paraplanners and other support staff, and collaborates closely with other Rathbones offices to deliver comprehensive wealth management services.
Description of role & key responsibilities
* Provide financial planning and investment advice across key areas of expertise to new and existing clients.
* Manage key Investment Management relationships to promote holistic financial planning and the wealth and investment proposition, including Discretionary Investment Management.
* Build and develop strategic relationships—both internally and externally—to contribute to the growth of the business in terms of assets under advice and management, supporting overall office and business revenue.
* Consider opportunities to add value to client relationships with services from the wider Rathbones Group.
Core skills and knowledge
* High level of technical knowledge required in all aspects of financial planning.
* Strong investment knowledge.
* Proven track record in winning and retaining business.
* Ability to support other financial planners, paraplanners and support team to develop personally and professionally.
* Leadership skills to manage, maintain and grow team and office business revenue.
* Fully qualified with Chartered status (or equivalent).
* Experience with Defined Benefit Pension Scheme transfers (ideal).
* Excellent time‑management and deadline‑adherence skills.
* Strong relationship‑building with peers and clients.
* Empathetic approach to team members and a rapport within the wider FP and Investment Management business.
* Commitment to ongoing CPD and technical excellence while handling client duties.
* Positive promotion of Financial Planning/Wealth Planning.
* Engagement with investment managers, team leaders and planners across the region.
* Calm, methodical and commercially oriented mindset.
* Collaborative team player.
* Mentoring abilities to support organic growth and sustainability.
* Able to build trust and confidence in all business relationships.
Seniority level
Director
Employment type
Full‑time
Job function
Other
Industries
Financial Services and Investment Management
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