At a Glance
- Tasks: Provide high-level financial advice and manage client relationships.
- Company: Join Rathbones, a leading UK wealth manager with a strong local presence.
- Benefits: Enjoy a hybrid working pattern, competitive salary, and professional development opportunities.
- Other info: Be part of a growing team with excellent career advancement potential.
- Why this job: Make a real impact by helping clients feel confident in their financial decisions.
- Qualifications: Strong financial expertise and excellent relationship-building skills required.
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're proud to be one of the UK’s leading wealth managers, with £113.6bn in assets under management (as of March 2026) 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.
Location: London
Contract: Permanent
Working pattern: Hybrid
About the Role
To provide high-level financial advice to individuals and act as a senior adviser within the team, setting the benchmark for advice quality, client experience and professional judgement. Requires both technical expertise and strong relationship-building skills. Continue to build and maintain existing client relationships, while growing client book to provide more internal/external clients with advice. Support Investment Managers with their growth strategy (where appropriate), ensuring that the quality of advice and service is of the highest standard. To ensure that Investment Managers and others are pro-actively informed of activities in relation to their client affairs, where appropriate. To act as a role model for more junior colleagues.
What you’ll be responsible for
- Excellent client management skills, delivering consistently high-quality advice while acting as a point of reference for complex client cases and judgement-based decisions within the team.
- Ensure that clients' annual review services are delivered consistently and reliably and that the records adequately attest to this.
- Manage a client portfolio with Group revenue contribution of over £500k per annum with AUM of over £60million.
- Ability to review client circumstance and identify areas of important/potential future opportunities.
- Proactively engages with clients and intermediaries, resolving issues and enhancing client experience, consistently achieves high levels of client satisfaction and retention.
- Collaborates with IM's/ PM's and other Rathbones services to deliver holistic outcomes (where appropriate).
Financial Planning and technical development
Manage risk by: maintaining good working knowledge and provide advice in line with legislative and other requirements; completing CPD in line with regulatory requirements to maintain SPS; ensuring complete and timely records are made of all interactions with clients and technical documentation is in place to satisfy any requirements of any pension, investment, legislative or compliance changes; regular reviews of client's.
Financial Planning Director in London employer: Rathbone Brothers
Rathbone Brothers in Sheffield is an exceptional employer, offering a dynamic work environment where you can develop your skills in wealth management while receiving comprehensive training and support. With a strong focus on employee growth, you will have access to professional qualifications and hands-on experience in client services, compliance, and investment strategies, all within a collaborative culture that values high-quality client experiences.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Director in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Rathbone Brothers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Director in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Rathbone Brothers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Rathbone Brothers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Rathbone Brothers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Rathbone Brothers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Rathbone Brothers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Rathbone Brothers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
