Strategic Wealth Planning Director (Hybrid)

Strategic Wealth Planning Director (Hybrid)

Full-Time 70000 - 90000 Β£ / year (est.) No working from home possible
Rathbone Brothers

At a Glance

  • Tasks: Build client relationships and ensure top-notch service in financial planning.
  • Company: Join Rathbone Brothers, a leader in financial planning and investment management.
  • Benefits: Enjoy hybrid working, competitive pension, and private medical insurance.
  • Why this job: Make a real difference in clients' financial futures while growing your career.
  • Qualifications: Chartered Financial Planner with strong relationship-building skills.

The predicted salary is between 70000 - 90000 Β£ per year.

Rathbone Brothers is seeking a Technical Specialist / Manager in Bournemouth to join their Financial Planning and Investment Management team. This role involves developing new business and client relationships while ensuring the quality of service is maintained.

The ideal candidate should have experience in Financial Planning, be a Chartered Financial Planner, and possess strong relationship-building skills.

The role offers hybrid working arrangements and a comprehensive benefits package including a competitive pension scheme and private medical insurance.

Strategic Wealth Planning Director (Hybrid) employer: Rathbone Brothers

Rathbone Brothers is an exceptional employer, offering a dynamic work culture that fosters professional growth and collaboration within the Financial Planning and Investment Management team. With hybrid working arrangements, a competitive benefits package including a robust pension scheme and private medical insurance, employees are empowered to build meaningful client relationships while enjoying a supportive environment in the vibrant city of Bournemouth.

Rathbone Brothers

Contact Details:

Rathbone Brothers Recruitment Team

We think you need these skills to ace Strategic Wealth Planning Director (Hybrid)

Financial Planning
Chartered Financial Planner
Relationship-Building Skills
Business Development
Client Relationship Management
Quality Assurance
Hybrid Working