Financial Planning Director/ Team Lead in Winchester

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.

As a senior leader within our Financial Planning team, you will play a key role in driving the growth and success of the business, delivering high-quality financial advice while helping shape the future direction of the office. Combining strong technical expertise with exceptional relationship-building skills, you will provide tailored advice to high-net-worth individuals, maintain and grow a portfolio of valued clients, and act as a trusted adviser to both clients and colleagues.

You will also lead, coach and develop a small team of Financial Planners, Paraplanners and Administrators, creating a high-performance culture focused on collaboration, client excellence, professional development and business growth. Through your leadership, you will inspire colleagues to deliver outstanding client outcomes while supporting their ongoing development and career progression.

Working closely with our Investment Management teams, you will identify opportunities to grow existing relationships, attract new clients and contribute to the ongoing success of the local office. You'll build strong connections across the professional community and ensure that clients receive a seamless, joined-up experience that reflects the highest standards of service and advice.

As a visible leader, you'll set the benchmark for advice quality, client experience and professional judgement, while proactively engaging with Investment Managers and other stakeholders to ensure clients' needs are understood, communicated and delivered upon effectively.

This is an outstanding opportunity for an ambitious financial planner as well as leader, who is passionate about developing people, building client relationships and driving business growth within one of the UK's leading wealth management firms.

What you'll be responsible for:

• Client Service & Relationship Management: Build and maintain trusted relationships with high-net-worth clients, delivering exceptional financial planning advice and acting as a senior point of contact for complex cases and strategic client decisions. Ensure clients receive a consistently high-quality ongoing advice service, leading regular reviews that help them achieve their long-term financial goals and providing clear evidence of the value delivered.
• Financial Planning & Technical Excellence: Maintain the highest standards of technical expertise and regulatory compliance, providing advice that is robust, client-focused and aligned with evolving legislation and industry best practice. Stay at the forefront of the profession through ongoing learning and professional development, ensuring knowledge and qualifications remain current and relevant.
• Business Development & Growth: Build and strengthen relationships across Financial Planning, Investment Management and the wider professional community to generate referrals and create new business opportunities. Contribute to the continued growth of the business and your client portfolio through the delivery of outstanding advice, client advocacy and participation in marketing and networking initiatives.
• Leadership, Team Development & Continuous Improvement: Lead, coach and develop the financial planning team, fostering a high-performance culture centred on collaboration, client excellence, professional development and business growth. Act as a mentor and role model, sharing knowledge, supporting colleagues' development and helping build the next generation of Financial Planning talent.

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.
• CII Level 6, Chartered Financial Planner or equivalent (CISI).
• Proven track record of building relationships with introducers either internal or external.
• You will be skilled at influencing, motivating yourself and others and highly analytical.
• You will be highly organised, have strong time management skills and great at teamwork and building a team.

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
• 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

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community.

Life at Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.