Rathbones Group Plc on cord

Rathbones Group Plc

Financial Planning Director

External position
Chichester, UK
Hiring internally for Rathbones Group Plc?
Investment · Finance
We can help you get more out of your money, so you can get more out of life.
Posted
a month ago
Checked
cord regularly checks that external positions are still open
49 minutes ago

Skills & Experience

Job roles: CTO
Experience level: Lead, Leadership
Core skills considered: Business development, Client relations, Stakeholder Management
Other skills considered: Financial strategy, Building Teams

Logistics

Base salary: Undisclosed
Some companies on cord are unable to disclose salaries publicly due to internal company policies. Message the company for salary information.
Employment type: Permanent
Remote working: Hybrid
Visa sponsorship: Not available

Job Description

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.


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 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.

Business Development & Growth

  • Build and strengthen relationships across Financial Planning, Investment Management and the wider professional community to generate referrals and create new business opportunities.
  • Contribute to the continued growth of the business and your client portfolio through the delivery of outstanding advice, client advocacy and participation in marketing and networking initiatives.
  • Identify, develop and convert new business opportunities, helping to expand Rathbones' presence and reputation within the local market.
  • Create compelling client proposals and presentations that clearly demonstrate the value of Rathbones' advice and expertise.
  • Continually develop your business development skills and market knowledge, helping drive sustainable growth aligned with Rathbones' strategic ambitions.
  • Play a key role in shaping and delivering growth plans, working collaboratively with colleagues to attract new clients and deepen existing relationships.

Leadership, Team Development & Continuous Improvement

  • You will initially be the sole FPD in the Chichester office, but in time you will help to build the Financial Planning team, fostering a high-performance culture centred on collaboration, client excellence, professional development and business growth.
  • Encourage collaboration and knowledge sharing across teams, helping create an environment where colleagues can thrive and deliver exceptional client outcomes.

About you

  • Experience of successfully delivering a Financial Planning service, with strong up-to-date industry and investment knowledge
  • CII Level 6, Chartered Financial Planner or equivalent (CISI).
  • Knowledge updated regularly through reading updates, attending industry events or company briefs.
  • Proven track record of building relationships with introducers either internal or external
  • You will be skilled at influencing, motivating yourself and others and highly analytical.
  • You will be highly organised, have strong time management skills and great at teamwork and building a team.
  • Inspires confidence and trust when dealing with colleagues and clients.

Company Benefits

  • company pension
  • private medical insurance
  • life assurance
  • company share scheme
  • income protection
  • season ticket loans
Financial Planning Director at Rathbones Group Plc
Position posted a month ago

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Starling Bank on cord

Starling Bank

Full Stack Engineer (ML Ops)

London, UK
FinTech · Banking · Finance
A better bank for everyone
Active
over 6 months ago
Responds to
0% of requests
Responds in
1h 55m
Requests
7 pending

Skills & Experience

Job roles: Full Stack
Experience level: Mid, Senior
Core skills considered: Java, React, Redux, AWS, JavaScript

Logistics

Base salary: £70K - £110K
Employment type: Permanent
Remote working: Hybrid (up to 2 remote days p/w)
Visa sponsorship: Not available

Job Description

Starling is the UK’s first and leading digital bank on a mission to fix banking! Our vision is fast technology, fair service, and honest values. All at the tap of a phone, all the time.

Starling is the UK’s first and leading digital bank on a mission to fix banking! We built a new kind of bank because we knew technology had the power to help people save, spend and manage their money in a new and transformative way.

We’re a fully licensed UK bank with the culture and spirit of a fast-moving, disruptive tech company. We’re a bank, but better: fairer, easier to use and designed to demystify money for everyone. We employ more than 3,000 people across our London, Southampton, Cardiff and Manchester offices.

Our technologists are at the very heart of Starling and enjoy working in a fast-paced environment that is all about building things, creating new stuff, and disruptive technology that keeps us on the cutting edge of fintech. We operate a flat structure to empower you to make decisions regardless of what your primary responsibilities may be, innovation and collaboration will be at the core of everything you do. Help is never far away in our open culture, you will find support in your team and from across the business, we are in this together!

The way to thrive and shine within Starling is to be a self-driven individual and be able to take full ownership of everything around you: From building things, designing, discovering, to sharing knowledge with your colleagues and making sure all processes are efficient and productive to deliver the best possible results for our customers. Our purpose is underpinned by five Starling values: Listen, Keep It Simple, Do The Right Thing, Own It, and Aim For Greatness.

Hybrid Working

We have a Hybrid approach to working here at Starling - our preference is that you're located within a commutable distance of one of our offices so that we're able to interact and collaborate in person. We don't like to mandate how much you visit the office and work from home, that's to be agreed upon between you and your manager.

Our Data Environment

Our Data teams are excited about the value of data within the business, powers our product decisions to improve things for our customers and enhance effective and agile decision making, regardless of what their primary tech stack may be. Hear from the team in our latest blogs or our case studies with Women in Tech.

We are looking for talented data professionals at all levels to join the team. We value people being engaged and caring about customers, caring about the code they write and the contribution they make to Starling. People with a broad ability to apply themselves to a multitude of problems and challenges, who can work across teams do great things here at Starling, to continue changing banking for good.

Requirements

We have built our entire banking platform in house and mostly in Java. We are looking for people who want to work on building the tooling that is used by our engineers on a daily basis.

We are looking for people who are truly full stack, and are as comfortable polishing their javascript front end as they are debugging the innards of their java applications database interactions, or standing up infrastructure with terraform. We are looking for people who can:

  • Design REST apis.
  • Code backend services, ideally using Java, or another other server side compiled language.
  • Develop modern front ends, ideally using React and Redux.
  • Get their code into the cloud and support it there, ideally on AWS.
  • Believe in clean coding, simple solutions, automated testing and continuous deployment.
  • Like to take ownership of a feature from the original idea through to live.
  • Think (like us) that a small number of empowered developers is the right way to deliver software.

Company Benefits

  • 33 days holiday (including flexible bank holidays)
  • An extra day’s holiday for your birthday
  • 16 hours paid volunteering time a year
  • Part-time and/or flexible hours available for most roles
  • Salary sacrifice, company enhanced pension scheme
  • Life insurance at 4x your salary
  • Hybrid/remote working
  • Private Medical Insurance with VitalityHealth including mental health support and cancer care. Partner benefits include discounts with Waitrose, Mr&Mrs Smith and Peloton
  • Generous family-friendly policies
  • Varied social groups set up and run by our employees
  • Perkbox membership giving access to retail discounts, a wellness platform for physical and mental health, and weekly free and boosted perks
  • Access to initiatives like Cycle to Work, Salary Sacrificed Gym partnerships and Electric Vehicle (EV) leasing

Full details are available on our careers site

Interview Process

Interviewing is a two way process and we want you to have the time and opportunity to get to know us, as much as we are getting to know you! Our interviews are conversational and we want to get the best from you, so come with questions and be curious. In general you can expect the below, following a chat with one of our Talent Team:

  • Stage 1 - 30 mins with one of the team
  • Stage 2 - Take home challenge
  • Stage 3 - 90 mins technical interview with two team members
  • Stage 3 - 45 min final with an executive and a member of the people team
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