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: Inclusive environment that values personal and professional growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Chartered status or equivalent, with strong financial planning and investment knowledge.
The predicted salary is between 75600 - 92400 £ per year.
Team Description Birmingham Financial Planning team works as part of 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.
To promote holistic financial planning to the business and to clients directly.
To 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.
To consider the 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.
To support other financial planners, paraplanners and support team within the office to ensure the team is developing both from a personal and professional perspective.
To 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.
To share this responsibility to support an environment in which everyone is free to express themselves.
Ideally qualification
Hiring: 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.
