At a Glance
- Tasks: Provide expert financial planning and investment advice to clients while managing key relationships.
- Company: Join a dynamic team at a leading financial services firm in Birmingham.
- Benefits: Competitive salary, professional development, and a supportive work culture.
- Other info: Be part of an inclusive culture that values personal and professional growth.
- Why this job: Make a real impact by promoting holistic financial planning and growing client relationships.
- Qualifications: Chartered status or equivalent, with strong investment knowledge and proven business success.
The predicted salary is between 43200 - 72000 £ per year.
Team Description: The Birmingham Financial Planning team works as part of a regional hub with Cheltenham, Bristol, and Exeter Offices. Based in Birmingham, there is an existing team including financial planners, paraplanners, and other support staff, working collegiately with the wider office function and South West Offices.
Responsibilities:
- Provide financial planning and investment advice in all key areas of expertise to new and existing clients of the firm.
- Manage key Investment Management relationships with Financial Planning.
- Promote holistic financial planning to the business and to clients directly.
- Promote the wealth and investment proposition for Investec including Discretionary Investment Management.
- Help build and develop strategic relationships both internally and externally, contributing to the growth of the business in terms of assets under advice and assets under management, contributing to the growth in overall office and business revenue.
- Consider opportunities to add value to a client relationship with the services from the wider Rathbones Group.
Qualifications:
- High level of technical knowledge required in all aspects of financial planning.
- Good investment knowledge.
- Proven track record in winning and retaining business.
- Support other financial planners, paraplanners, and support team within the office to ensure the team is developing both from a personal and professional perspective.
- Lead the team with regards to managing, maintaining, and growing the team and office business revenue.
- Fully qualified with Chartered status (or equivalent).
- May suit a Wealth Planner with strength in the area of advice.
- Can demonstrate alignment with the client-centric ethos of the firm.
- Embedded in our culture is a sense of belonging and inclusion. Share this responsibility to support an environment in which everyone is free to express themselves.
Ideally qualification.
Financial Planning Director employer: Rathbones
Rathbones is an excellent employer that fosters a collaborative and innovative work culture, particularly within our hybrid Business Delivery Change team. We offer a comprehensive remuneration package, including a pension, medical insurance, and discretionary bonuses, alongside ample opportunities for professional growth and development in the dynamic field of investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Director
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with hiring managers or during interviews, make sure to highlight your technical knowledge and past successes. Share specific examples of how you've won and retained business – it’ll set you apart from the crowd.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to companies you’re interested in, like us at StudySmarter, and express your interest in potential roles. Sometimes, the best opportunities are created through direct outreach.
✨Tip Number 4
Prepare for those interviews! Research the company’s culture and values, especially their client-centric approach. Be ready to discuss how you can contribute to their growth and align with their ethos. And remember, apply through our website for a smoother process!
We think you need these skills to ace Financial Planning Director
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that align with the Financial Planning Director role. Highlight your technical knowledge in financial planning and any proven track record in winning and retaining business.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re the perfect fit for our Birmingham Financial Planning team. Share your passion for holistic financial planning and how you can contribute to our growth and client relationships.
Showcase Your Team Spirit:We value collaboration, so don’t forget to mention your experience in leading teams and supporting colleagues. Illustrate how you’ve helped develop others and contributed to a positive team environment.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Rathbones
✨Know Your Stuff
Make sure you brush up on your financial planning and investment knowledge. Be ready to discuss specific strategies and how they can benefit clients. This role requires a high level of technical expertise, so don’t shy away from showcasing your qualifications and experience.
✨Showcase Your Client-Centric Approach
Since the firm values a client-centric ethos, prepare examples that demonstrate how you've successfully built and maintained client relationships in the past. Highlight any instances where you’ve gone above and beyond to meet client needs.
✨Team Player Vibes
This position involves working closely with a team, so be prepared to discuss how you’ve collaborated with others in previous roles. Share experiences where you’ve supported colleagues or contributed to team success, as this will show you’re a great fit for their culture.
✨Strategic Thinking is Key
Think about how you can contribute to the growth of the business. Prepare to discuss your ideas on building strategic relationships and how you can add value to client interactions. This shows you’re not just focused on individual performance but also on the bigger picture.
