Financial Planning Director​/Team Leader

Position: Financial Planning Director/ Team Leader
Company description:
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.

Job description:

Role

Title:

Financial Planning Director/ Team Lead
Division:
Financial Planning

Location:

Bournemouth

Contract:

Permanent
Working pattern:
Hybrid
About the Role
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 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 become 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 culture focused on collaboration, client excellence, professional development and business growth. You'll encourage professional development, share your expertise and empower colleagues to deliver excellent outcomes for clients.
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 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 and supportive leader, you'll champion high standards of advice and client care while bringing people together to achieve shared goals.
This is an outstanding opportunity for an experienced Financial Planner, 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.
Manage a significant and established client portfolio
Take a proactive approach to client management, identifying opportunities to enhance clients' financial plans and helping them navigate changing circumstances with confidence.
Deliver an outstanding client experience by anticipating needs, resolving issues effectively, and building long-term relationships that drive high levels of client satisfaction and retention.
Work closely with Investment Managers, Portfolio Managers and specialists across Rathbones to provide a seamless, holistic service that delivers the best possible outcomes for clients.
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…