Financial Planning Director

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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.

Contract:
Permanent

Working pattern:
Hybrid

As an experienced Financial Planner, you will play a key role in driving the growth and success of the business, delivering high-quality financial advice while, in time, helping to build the team and 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.

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.

This is an outstanding opportunity for an ambitious Financial Planner, who is passionate about building client relationships and driving business growth within one of the UK's leading wealth management firms.

• 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.

• 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.
• Take ownership of complex financial planning matters across pensions, investments, trusts and protection, ensuring clients receive high-quality, well-documented advice tailored to their needs.
• Conduct regular client reviews and oversee the continued delivery of ongoing and one-off advice services, ensuring every recommendation supports clients' long-term objectives.

• Build and strengthen relationships across Financial Planning, Investment…