At a Glance
- Tasks: Provide expert financial planning and investment advice to clients while managing key relationships.
- Company: Join a dynamic financial planning team within a leading firm in Birmingham.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Embrace a culture of inclusion and personal growth while mentoring future financial planners.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Chartered status or equivalent, strong investment knowledge, and proven business development skills.
The predicted salary is between 75600 - 92400 £ per year.
Team Description
Birmingham Financial Planning team works as part of regional hub with Cheltenham, Bristol and Exeter Offices.
Based in Birmingham there is an existing team including financial planners, paraplanners and other support staff.
Working collegiately with the wider office function and South West Offices.
Responsibilities
- Provide financial planning and investment advice in all key areas of expertise to new and existing clients of the firm.
- Manage key Investment Management relationships with Financial Planning.
To promote holistic financial planning to the business and to clients directly.
To promote the wealth and investment proposition for Investec including Discretionary Investment Management.
- Help build and develop strategic relationships both internally and externally, contributing to the growth of the business in terms of assets under advice and assets under management contributing to the growth in overall office and business revenue.
- To consider the opportunities to add value to a client relationship with the services from the wider Rathbones Group.
Qualifications
- High level of technical knowledge required in all aspects of financial planning.
- Good investment knowledge.
- Proven track record in winning and retaining business.
- To support other financial planners, paraplanners and support team within the office to ensure the team is developing both from a personal and professional perspective.
- To lead the team with regards to managing, maintaining and growing the team and office business revenue.
- Fully qualified with Chartered status (or equivalent).
- May suit a Wealth Planner with strength in the area of advice
- Can demonstrate alignment with the client centric ethos of the firm
- Embedded in our culture is a sense of belonging and inclusion. To share this responsibility to support an environment in which everyone is free to express themselves.
- Ideally qualification & experience of Defined Benefit Pension Scheme transfers.
- Needs to be able to manage time effectively.
- Timely servicing of existing clients and meet deadlines.
- Strong relationships required with peers and the ability to build relationships.
- Empathetic approach to team members and a rapport within the wider FP and Investment Management business.
- Ability to maintain own CPD and technical excellence whilst handling client duties.
- Ability to promote Financial Planning / Wealth Planning in the most positive light.
- Ability to engage in dialogue with investment managers and team leaders within Birmingham office and financial planners across the region.
- Calm, methodical and with a long term commercial view.
- Able to work well within a team environment.
- To mentor colleagues to help with organic growth and sustainability.
- Able to quickly build trust and confidence in all business relationships.
- #J-18808-Ljbffr
Financial Planning Director in Birmingham employer: Rathbones
Rathbones is an exceptional employer, offering a dynamic work culture that prioritises collaboration and innovation in the heart of London. With a strong focus on employee growth, we provide ample opportunities for professional development and engagement initiatives that empower our team members to thrive. Join us to be part of a supportive community where your contributions are valued and impactful.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Director in Birmingham
✨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.
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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 Rathbones. 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 Birmingham
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 Rathbones.
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 Rathbones'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 Rathbones
✨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 Rathbones.
✨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 Rathbones 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 Rathbones 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.
