At a Glance
- Tasks: Join a dynamic team to provide top-notch financial planning and drive business growth.
- Company: One of the UK's leading Wealth Management firms with a focus on collaboration.
- Benefits: Competitive salary, generous pension, private medical insurance, and flexible holidays.
- Other info: Inclusive workplace with opportunities for personal and professional growth.
- Why this job: Make a real impact in financial planning while building valuable relationships.
- Qualifications: Chartered Financial Planner with strong relationship-building skills and industry knowledge.
The predicted salary is between 80000 - 100000 € per year.
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.
- 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.
Financial Planning Director in Winchester employer: Rathbone Brothers
Rathbones is an exceptional employer, offering a dynamic and supportive work environment in Winchester for the role of Financial Planning Director. With a strong focus on employee growth, we provide comprehensive benefits including a generous pension scheme, private medical insurance, and flexible holiday options, all while fostering a culture of collaboration and excellence in client service. Join us to be part of a leading Wealth Management firm that values your contributions and encourages professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Director in Winchester
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to meet with potential employers, make sure to highlight your experience and qualifications. Use specific examples of how you've successfully delivered financial planning services and built strong relationships. We want to see your passion and expertise shine through!
✨Follow Up
After any meeting or networking event, drop a quick follow-up message to thank them for their time. This keeps you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great way to reinforce those connections we talked about!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our ambitious team at Rathbones.
We think you need these skills to ace Financial Planning Director in Winchester
Some tips for your application 🫡
Know Your Stuff:Make sure you understand the financial planning landscape and the specific requirements of the role. Brush up on your knowledge of life, pensions, trusts, and investments to show us you're the right fit!
Tailor Your Application:Don’t just send a generic CV and cover letter. Highlight your experience in delivering high-quality financial planning services and your ability to build relationships. We want to see how you can contribute to our growth strategy!
Showcase Your Skills:We’re looking for someone who’s organised and analytical. Use your application to demonstrate your time management skills and how you’ve influenced and motivated others in previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Rathbone Brothers
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around life, pensions, trusts, and investments. Being able to discuss recent changes in legislation or market trends will show that you're not just qualified but also genuinely engaged with the industry.
✨Build Rapport
Since relationship building is key for this role, practice how you can connect with your interviewers. Think of examples from your past experiences where you've successfully built relationships with clients or colleagues, and be ready to share those stories.
✨Showcase Your Team Spirit
This position requires collaboration with various teams, so highlight your teamwork skills. Prepare examples of how you've worked effectively in a team setting, particularly in high-pressure situations, to demonstrate that you're a great fit for their ambitious environment.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of your interview. This could be about their growth strategy or how they measure success in client service. It shows you're interested and have done your homework, which can set you apart from other candidates.
