Finance Manager (Financial Planning and Analysis/) in Christchurch

n 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. \n Were proud to be one of the UKs leading wealth managers, with £113.6bn in assets under management (as of March 2026) 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 Director \n Division: Financial Planning \n Location: Bournemouth \n Contract: Permanent \n Working pattern: Hybrid \n About the Role \n 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. n 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. \n What youll be responsible for \n \n 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 \n Deliver excellent client service by: ensuring they are advised on the most appropriate service for their circumstances; ensuring the number of clients being handled does not exceed capacity \n Manage 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 service \n Ensure that clients annual review services are delivered consistently and reliably and that the records adequately attest to this. \n \n About you \n If you meet some of these criteria and are excited about the role, we encourage you to apply \n \n Experience of successfully delivering a Financial Planning service, with strong up-to-date industry and investment knowledge \n Qualified at Level 6 as a Chartered Financial Planner \n Proven track record of building relationships with introducers either internal or external \n Remain conscious of commercial imperatives whilst ensuring that regulatory and Training & Competence requirements are observed. \n You will be highly organised, have strong time management skills and great at teamwork and building a team. \n A company pension - 9%non-contributory or 10% if you contribute 5% \n Private medical insurance Individual on joining, family after 1 years service \n Life assurance - 8 x salary \n Income protection 75 % salary \n Company share scheme \n Flexible holidays purchase up to 5 additional days \n Discretionary bonus \n Green Car Scheme \n Family friendly policies enhanced family leave for parents & carers \n Study support study days and funding for courses and qualifications \n Season travel ticket loans \n Volunteering days \n Gym discounts \n Other voluntary benefits you can choose to suit you \n Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community.n 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 Forc