Overview Company description: At Rathbones, we help people invest their money well, so they can live well. Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. 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.
Role title: Financial Planning Director
Division: Financial Planning
Location: Bournemouth
Contract: Permanent
Working pattern: Hybrid
Job description: Role title and details below.
What you’ll do In this role you will work with the Financial Planning and Investment Management team to develop new business and 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 and to lead these relationships where appropriate. You will also maintain existing client relationships, providing internal/external clients with advice and service. 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.
Responsibilities Contribute to the growth of the business through high-quality, compliant advice and participate in marketing initiatives; collaborate 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 clients are advised on the most appropriate service for their circumstances; work collaboratively with other colleagues to provide a consistent service; ensure clients are charged fairly in accordance with the Schedule of Charges; ensure the number of clients being handled does not exceed capacity.
Manage risk by maintaining good working knowledge, providing advice in line with legislative and other requirements; maintain practice in respect of life, pensions, trust and investment matters; ensure complete and timely records of all interactions with clients and technical documentation to satisfy any requirements of pension, investment, legislative or compliance changes; conduct regular reviews of clients’ personal arrangements in line with the Ongoing Advice service; ensure annual reviews are delivered consistently and reliably with adequate records.
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 be great at teamwork and building a team.
We offer 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
Life assurance – 8 x salary
Income protection – 75% salary
Company share scheme
Flexible holidays: purchase up to 5 additional days
Discretionary bonus
Green Car Scheme
Family-friendly policies and enhanced family leave for parents & carers
Study support with study days and funding for courses and qualifications
Season travel ticket loans
Volunteering days
Gym discounts
Other voluntary benefits to suit you
Wellbeing and belonging Employees can join various social groups and communities to support wellbeing, growth, development, and a sense of community, including:
Sports & Social Committees (cricket, football, netball, running, yoga, quiz nights, charity bake sales, etc.)
Inclusion Networks (Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause support, Armed Forces)
The NextGen IM Network for trainees across the UK
Life at Rathbones We aim to become an employer of choice for the wealth management sector by building a diverse, equal, and inclusive workplace that motivates, develops, and embraces the strengths of all colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. We provide meaningful work, opportunities, and a voice to all. We are committed to building a team made up of diverse skills, experiences, and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We are a Level 1 Disability Confident employer under the UK Government scheme.
Values and accessibility This means we’ve signed up to commitments around how we recruit, retain, and develop people with disabilities. Find out more about the Government Scheme online. If you feel adjustments would help you perform at your best due to disability, neurodiversity, or other protected characteristics, email us at Mission.
Our mission and values Mission: We believe in playing the long game—building consistent results, earning trust, and doing the right thing for our clients, our colleagues, and the communities we’re part of. Our values shape how we work: We aim high; We get it done; We show we care; We do the right thing. These aren’t just words on a wall; they guide how we treat each other, how we make decisions, and how we build lasting relationships.
Closing We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.
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