At a Glance
- Tasks: Lead financial planning and build strong client relationships in a dynamic wealth management firm.
- Company: Join Rathbones, a top UK wealth manager with a supportive and inclusive culture.
- Benefits: Enjoy a competitive salary, flexible holidays, private medical insurance, and study support.
- Other info: Diverse team environment with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while advancing your career in finance.
- Qualifications: Chartered Financial Planner with strong relationship-building and presentation skills.
The predicted salary is between 80000 - 100000 € per year.
This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. 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 over £109bn in assets under management 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
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. 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 will involve working with and developing new external professional relationships alongside the Winchester team. You will also maintain existing client relationships, providing internal/external clients with advice and service.
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; working collaboratively with other colleagues in the business to provide a consistent service; ensuring that clients are charged fairly in accordance with the Schedule of Charges; ensuring the number of clients being handled does not exceed capacity.
- Manage risk by maintaining good working knowledge of life, pensions, trust and investment matters, provide advice in line with legislative and other requirements.
- Ensure complete and timely records 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 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.
- Good presentation skills.
- Remain conscious of commercial imperatives whilst ensuring that regulatory and training & competence requirements are observed.
- You will be skilled at influencing, motivating yourself and others and highly analytical.
- You will be highly organised, have strong time management skills and a great team player.
Our offer to you
We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include:
- A company pension - 9% non-contributory or 10% if you contribute 5%
- Private medical insurance - Individual on joining, family after 1 year's service
- Life assurance - 8 x salary
- Income protection - 75 % salary
- Company share scheme
- Discretionary bonus
- Flexible holidays - purchase up to 5 additional days
- 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
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.
Financial Planning Director in Winchester employer: Rathbones Group Plc
At Rathbones, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that empowers our employees to thrive. With a strong focus on professional development, we provide comprehensive benefits including a generous pension scheme, private medical insurance, and flexible holiday options, all within the vibrant community of Winchester. Join us to make a meaningful impact in wealth management while enjoying a fulfilling career with ample growth opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Director in Winchester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend local events, join online forums, or even grab a coffee with someone who’s already in the field. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your expertise! When you’re chatting with potential employers or networking contacts, don’t be shy about sharing your knowledge. Discuss recent trends in financial planning or share insights from your experience. This not only showcases your skills but also builds trust.
✨Tip Number 3
Follow up after meetings or interviews! A quick thank-you email can go a long way. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your interest in the role and highlight how you can contribute to their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Planning Director role. Plus, applying directly shows your enthusiasm for joining Rathbones and makes it easier for us to spot your application.
We think you need these skills to ace Financial Planning Director in Winchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Financial Planning Director role. Highlight your experience in financial planning and relationship building, and don’t forget to mention any relevant qualifications like being a Chartered Financial Planner.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about helping clients and how your skills align with our mission at Rathbones. Keep it engaging and personal – we want to get to know you!
Showcase Your Relationship-Building Skills:Since this role involves developing new business and maintaining client relationships, make sure to provide examples of how you've successfully built and nurtured professional relationships in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Rathbones Group Plc
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around life, pensions, trusts, and investments. Being well-versed in current legislation and compliance requirements will show that you're serious about the role and can provide high-quality advice.
✨Build Relationships
Since this role involves relationship building, think of examples from your past where you've successfully developed professional connections. Be ready to discuss how you can leverage these skills to contribute to Rathbones' growth strategy and client satisfaction.
✨Showcase Your Presentation Skills
Prepare to demonstrate your presentation skills during the interview. You might be asked to explain complex financial concepts simply. Practising this will help you convey your expertise clearly and confidently, which is crucial for client interactions.
✨Be Organised and Analytical
Highlight your organisational and analytical skills by sharing specific examples of how you've managed client portfolios or projects in the past. This will reassure the interviewers that you can handle the demands of the role while maintaining excellent service standards.
