At a Glance
- Tasks: Lead a team to deliver top-notch financial advice and grow client relationships.
- Company: Join one of the UK's leading wealth management firms with a focus on collaboration.
- Benefits: Enjoy a competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Dynamic role with excellent career progression in a supportive environment.
- Why this job: Make a real impact by shaping the future of financial planning and developing talent.
- Qualifications: Strong financial planning expertise and leadership skills required.
The predicted salary is between 75600 - 92400 £ per year.
Location: Winchester
Contract: Permanent
Working pattern: Hybrid
About the Role
As a senior leader within our Financial Planning team, you will play a key role in driving the growth and success of the business, delivering high-quality financial advice while helping shape the future direction of the office. Combining strong technical expertise with exceptional relationship-building skills, you will provide tailored advice to high-net-worth individuals, maintain and grow a portfolio of valued clients, and act as a trusted adviser to both clients and colleagues.
You will also lead, coach and develop a small team of Financial Planners, Paraplanners and Administrators, creating a high-performance culture focused on collaboration, client excellence, professional development and business growth. Through your leadership, you will inspire colleagues to deliver outstanding client outcomes while supporting their ongoing development and career progression.
Working closely with our Investment Management teams, you will identify opportunities to grow existing relationships, attract new clients and contribute to the ongoing success of the local office. You'll build strong connections across the professional community and ensure that clients receive a seamless, joined-up experience that reflects the highest standards of service and advice.
As a visible leader, you'll set the benchmark for advice quality, client experience and professional judgement, while proactively engaging with Investment Managers and other stakeholders to ensure clients' needs are understood, communicated and delivered upon effectively.
This is an outstanding opportunity for an ambitious financial planner as well as leader, who is passionate about developing people, building client relationships and driving business growth within one of the UK's leading wealth management firms.
What you’ll be responsible for:
- Client Service
Hiring: Financial Planning Director employer: Rathbone Brothers
Rathbone Brothers is an excellent employer, offering a dynamic work environment that fosters innovation and collaboration. With a strong commitment to employee development, you will have access to continuous learning opportunities and the chance to work on impactful projects within the SAP SuccessFactors suite. Located in a vibrant area, our hybrid work model promotes a healthy work-life balance, making it an ideal place for professionals seeking meaningful and rewarding employment.
