At a Glance
- Tasks: Lead a team in delivering top-notch financial planning to high-net-worth clients.
- Company: Rathbones Winchester, a reputable firm with a focus on client relationships.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for career advancement in a dynamic and collaborative setting.
- Why this job: Shape the future of financial planning while making a real difference for clients.
- Qualifications: Experience in financial planning and strong leadership skills.
The predicted salary is between 59400 - 72600 £ per year.
Rathbones Winchester is seeking a senior Financial Planner to lead the growth of the local office, delivering high-quality financial planning advice to high-net-worth clients and shaping the direction of the team. You will also coach a small team, manage complex pensions, investments and protection, build lasting client relationships, and collaborate with Investment Management to ensure a joined-up, compliant service.
Head of Financial Planning & Wealth Growth employer: Rathbone Brothers
Rathbone Brothers is an excellent employer, offering a dynamic work environment that fosters innovation and collaboration. With a strong commitment to employee development, you will have access to continuous learning opportunities and the chance to work on impactful projects within the SAP SuccessFactors suite. Located in a vibrant area, our hybrid work model promotes a healthy work-life balance, making it an ideal place for professionals seeking meaningful and rewarding employment.
