At a Glance
- Tasks: Join our team to provide top-notch financial planning and help clients achieve their goals.
- Company: Rathbones, a leading UK wealth manager with a strong local presence.
- Benefits: Enjoy a competitive salary, flexible holidays, private medical insurance, and study support.
- Other info: Be part of an inclusive culture with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Experience in financial planning and strong relationship-building skills required.
The predicted salary is between 56700 - 69300 £ per year.
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 don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. 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.
About the Role
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. 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.
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; ensuring the number of clients being handled does not exceed capacity.
- 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.
- 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 highly organised, have strong time management skills and great at teamwork and building a team.
Benefits:
- A company pension - 9% non-contributory or 10% if you contribute 5%.
- Private medical insurance Individual on joining, family after 1 years service.
- Life assurance - 8 x salary.
- Income protection 75% salary.
- Company share scheme.
- Flexible holidays purchase up to 5 additional days.
- Discretionary bonus.
- 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.
- Volunteering days.
- Gym discounts.
- Other voluntary benefits you can choose to suit you.
Our 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.
We're Hiring: Finance Manager (Financial Planning and Analysis/) in Christchurch employer: Rathbones Group Plc
At Rathbones, we pride ourselves on being a rewarding employer that invests in the future of our people. Located in Leeds, our hybrid working model fosters a collaborative and high-performance culture, offering clear paths for career progression and opportunities for personal development. Join us to be part of a team that champions continuous improvement and delivers exceptional client outcomes while sharing in the success of our business.
StudySmarter Expert Advice🤫
We think this is how you could land We're Hiring: Finance Manager (Financial Planning and Analysis/) in Christchurch
✨Tap into Campus Networks
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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.
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Don’t shy away from reaching out directly to firms like Rathbones Group Plc. 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 We're Hiring: Finance Manager (Financial Planning and Analysis/) in Christchurch
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 Group Plc.
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 Group Plc'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 Group Plc
✨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 Group Plc.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Rathbones Group Plc 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 Group Plc 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.
