Finance Manager - Financial Planning & Analysis in Bournemouth

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most.
Were proud to be one of the UKs leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.*Financial Planning DirectorDivision: Financial PlanningLocation: BournemouthContract: PermanentWorking pattern: HybridAbout the RoleIn 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. This is 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 UKs leading Wealth Management firms.
What youll be responsible forContribute 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 clientsDeliver 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 the number of clients being handled does not exceed capacityManage risk by: maintaining good working knowledge, providing advice in line with legislative and other requirements, practice is maintained in respect of life, pensions, trust and investment matters; 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 clients personal arrangements in line with the Ongoing advice serviceEnsure that clients annual review services are delivered consistently and reliably and that the records adequately attest to this.
About youIf you meet some of these criteria and are excited about the role, we encourage you to applyExperience of successfully delivering a Financial Planning service, with strong up-to-date industry and investment knowledgeQualified at Level 6 as a Chartered Financial PlannerProven track record of building relationships with introducers either internal or externalRemain conscious of commercial imperatives whilst ensuring that regulatory and Training & Competence requirements are observed.
You will be highly organised, have strong time management skills and great at teamwork and building a team.
A company pension - 9%non-contributory or 10% if you contribute 5%Private medical insurance Individual on joining, family after 1 years serviceLife assurance - 8 x salaryIncome protection 75 % salaryCompany share schemeFlexible holidays purchase up to 5 additional daysDiscretionary bonusGreen Car SchemeFamily friendly policies enhanced family leave for parents & carersStudy support study days and funding for courses and qualificationsSeason travel ticket loansVolunteering daysGym discountsOther voluntary benefits you can choose to suit youOur employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community.
Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.
The NextGen IM Network , which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. Were a Level 1 Disability Confident employer under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online.
If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us atMissionWe believe in playing the long game. That means building consistent results, earning trust and doing the right thing for our clients, our colleagues and the communities were part of. Our values shape how we work:- We aim high- We get it done- We show we care- We do the right thingThese arent just words on a wall. Please submit your application as soon as possible to ensure you dont miss out.