Financial Planning Lead in London

Company description:
A rewarding place to work. At Rathbones, We invest in everyone's tomorrow – that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.
Job description:
Role title: Financial Planning Lead
Location: London
Contract: Permanent
About the role:
The Team Lead is a combined client facing, leadership position. They will lead a team of Financial Planners, Paraplanners and Client Service Executives / Wealth Assistants and be accountable for financial planning activity, ensuring excellent client service and client outcomes, as well as driving a growth agenda and mindset across the team. The Team Lead will work closely with the Leadership team to build a culture of collaboration and deliver the strategic vision for RFP.
Outcomes for the role:
Generates good client outcomes by delivering excellent customer service, managing client relationships (individual and shared), meeting Advice Oversight standards and leading by example.
Drives a growth mindset in the team that becomes embedded into ways of working.
Ensures an appropriate team structure is in place and works with the RFP Divisional Lead London/Area Lead in Regions to assess the capabilities of individuals within the team, addresses skills gaps and considers best practice to ensure the team is optimised for long term success and delivery against strategic objectives.
Direct line management and supervision of the Financial Planners in the team, as well as clear line management, objective setting and development opportunities across the wider team, so that a strong focus is maintained on career development to maximise colleagues' potential.
Pro-active and valued member of the Leadership team, working alongside their peers to share best practice and with a strong focus on growth through new client acquisition and engagement with existing clients.
Works with Leadership team to achieve the implementation of key firm wide projects, including but not limited to becoming a true Wealth Management business.
Collaborates with Advice Oversight and the Head of Paraplanning and Support to drive continual improvements in operational efficiency and working practices that enhance the client experience and outcomes.
Creates a strong risk management culture and ensures team adherence to the risk management policy and procedures through accountability for team processes and ensuring risk is discussed so people share concerns and issues freely.
Acts as a champion for change, encouraging and supporting best practice.
Proactively identifies how to improve colleague engagement.
Supports a culture of diversity equity and inclusion in the team and the overall business.
Measures of success:
Achieves business goals through activities that are clearly linked to business strategy and teams are clear on how they contribute and what to prioritise.
Meeting or exceeding stated growth, budget and profitability targets.
Creates a high performing and inclusive culture where individuals are supported and motivated, focused on improving performance and working to common goals/shared values. Evidenced by 360 feedback and positive employee listening feedback (e.g. Peakon).
To lead by example in relation to DEI, ensuring there is an inclusive working environment for all.
Management dashboards green or moving to green.
Compliant processes and systems for overseeing regulated activities in place across all teams.
Evidence of collaboration and increased penetration into the RIM book.
Skills and knowledge:
Broad financial planning knowledge with an in-depth understanding of complex financial planning needs to help to support the team as well as to drive the integration of advice within the wider business.
Excellent communicator and strong people leader, able to demonstrate leadership competencies aligned to Rathbones' values.
Up to date with developments in the industry, including new products, legislation and regulation.
Strong understanding of investment management and the importance of delivering advice with investment management to clients in a seamless way during their wealth journey.
Passionate about developing others.
Understanding of client processes in compliance with our systems and procedures.
Professional experience and qualifications (where necessary):
Experience of leading and managing financial services teams
Extensive experience working within the financial services industry
Extensive technical knowledge to support the team initiatives. Competent Adviser Status
Chartered Financial Planner / Chartered Wealth Manager or equivalent level 7 professional qualification
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