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, flexible holidays, and comprehensive health benefits.
- Other info: Be part of a diverse team that values growth, inclusion, and community.
- Why this job: Make a real impact by guiding clients through their financial journeys.
- Qualifications: CII Level 6 or equivalent, strong communication, and relationship-building skills.
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.
- Role Title: Financial Planning Director
- Division: Financial Planning
- Working pattern: Hybrid
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
- Builds & maintains network within Financial Planning and Investment Management and has a network with external stakeholders to support with client introductions.
- Contribute to the growth of the business (and own client book) through provision of high-quality compliant advice and the participation in marketing initiatives.
- To follow up on all opportunities to win new clients.
- Participates in Business Development Training.
- Continue to identify and pursue new business opportunities aligned with Rathbones strategic goals.
- Team Contribution and Learning
- Active role in projects and commitment to continuous improvement of the business.
- Actively contributes to training and development of team members.
- Consistently shares best practices with team and supports a ‘right 1st time’ attitude.
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply
- CII Level 6, Chartered Financial Planner or equivalent (CISI).
- Complete any further qualifications as required by the business.
- Strong technical capability and competence.
- Knowledge updated regularly through reading updates, attending industry events or company briefs.
- Commercial awareness whilst ensuring that regulatory and Training & Competence requirements are observed.
- Continues to seek new business, AUM and revenue.
- Influencing and organisational skills.
- Teamworking skills and focus on collaboration.
- Excellent communication skills with active listening skills.
- Attention to detail.
- Builds and maintains a network internally and externally.
- Pro-active, collaborative and accountable.
- Provides regular coaching and mentoring to more junior members of the team, actively supporting their development and reinforcing advice standards and best practice.
- Ability to take personal responsibility, exhibit good judgement and to consult with others on more complex portfolio situations.
- Actively seeks feedback to improve own performance.
- Inspires confidence and trust when dealing with colleagues and clients.
- Experience of successfully delivering a Financial Planning service and building relationships.
- 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
Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:
Sports & Social Committees , such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones’ and Armed Forces.
The Next Gen IM Network , which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues.
Being part of 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.
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.
Find out more about the Government Scheme online, click here . 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.
Mission
We believe in playing the long game.
That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.
Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing
These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.
We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.
Financial Planning Director in London 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 in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Rathbones.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Rathbones. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Financial Planning Director in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Rathbones and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Rathbones how you can be a team player!
How to prepare for a job interview at Rathbones
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Rathbones.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Rathbones's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
