At a Glance
- Tasks: Lead a high-performing team to deliver tailored financial planning for high-net-worth clients.
- Company: Join Rathbones, a respected name in financial services with a focus on client relationships.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to collaborate with investment management and drive technical excellence.
- Why this job: Make a real impact by coaching and guiding a talented team while enhancing client outcomes.
- Qualifications: Experience in financial planning and strong leadership skills required.
The predicted salary is between 75600 - 92400 £ per year.
Rathbones Winchester is seeking a Financial Planning Director/Team Lead to steer a high-performing team and deliver tailored financial planning for high-net-worth clients.
You will coach Planners, Paraplanners and Administrators while growing client relationships and ensuring compliant, evidence-based advice.
You will partner with Investment Management and other Rathbones teams to deliver seamless service, lead by example, and drive technical excellence and client outcomes across the office.
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Senior Financial Planning Director & Team Leader in Winchester employer: Rathbones
Rathbones is an exceptional employer, offering a dynamic work culture that prioritises collaboration and innovation in the heart of London. With a strong focus on employee growth, we provide ample opportunities for professional development and engagement initiatives that empower our team members to thrive. Join us to be part of a supportive community where your contributions are valued and impactful.
