At a Glance
- Tasks: Provide high-level financial advice and build strong client relationships.
- Company: Join Rathbones, a leading UK wealth manager with a supportive culture.
- Benefits: Enjoy a competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Dynamic role with a focus on client satisfaction and team collaboration.
- Why this job: Make a real difference in clients' lives while advancing your career in finance.
- Qualifications: Strong financial expertise and excellent relationship-building skills required.
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
To provide high-level financial advice to individuals and act as a senior adviser within the team, setting the benchmark for advice quality, client experience and professional judgement. Requires both technical expertise and strong relationship-building skills. Continue to build and maintain existing client relationships, while growing client book to provide more internal/external clients with advice. Support Investment Managers with their growth strategy (where appropriate), ensuring that the quality of advice and service is of the highest standard. To ensure that Investment Managers and others are pro-actively informed of activities in relation to their client's affairs, where appropriate. To act as a role model for more junior colleagues.
What you'll be responsible for
- Client Service: Excellent client management skills, delivering consistently high-quality advice while acting as a point of reference for complex client cases and judgement-based decisions within the team. Ensure that clients' annual review services are delivered consistently and reliably and that the records adequately attest to this. Manage a client portfolio with Group revenue contribution of over £500k per annum with AUM of over £60million. Ability to review client circumstance and identify areas of important/potential future opportunities. Proactively engages with clients and intermediaries, resolving issues and enhancing client experience, consistently achieves high levels of client satisfaction and retention. Collaborates with IM's/ PM's and other Rathbones services to deliver holistic outcomes (where appropriate).
- Financial Planning and technical development: Manage risk by maintaining good working knowledge and provide advice in line with legislative and other requirements; completing CPD in line with regulatory requirements to maintain SPS; 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 client's personal arrangements in line with the Ongoing Advice/ one off advice service. Takes responsibility for personal development.
- Business Development and Growth: Build.
Wanted: Financial Planning Director employer: Rathbones Group Plc
At Rathbones, we pride ourselves on being a rewarding employer that invests in the future of our people. Located in a vibrant area, we offer a supportive work culture that fosters professional growth and provides clear paths for career progression. Join us to not only build a meaningful career but also to share in the success of our business, making every day at work fulfilling and impactful.
