Rathbones is seeking an experienced Financial Planner to drive growth and deliver high-quality financial advice to high-net-worth clients. You will manage a portfolio, conduct regular reviews, and collaborate with Investment Management teams to provide a seamless service that reflects Rathbones’ standards.
The role emphasizes strong technical expertise, client relationship-building, and leadership in shaping office direction while supporting team growth and a client-centric culture.
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Senior Financial Planner & Growth Leader employer: Rathbone Brothers
Rathbone Brothers in Sheffield is an exceptional employer, offering a dynamic work environment where you can develop your skills in wealth management while receiving comprehensive training and support. With a strong focus on employee growth, you will have access to professional qualifications and hands-on experience in client services, compliance, and investment strategies, all within a collaborative culture that values high-quality client experiences.
