Financial Planning Director β€” Hybrid, Growth & Client Impact

Financial Planning Director β€” Hybrid, Growth & Client Impact

Full-Time 70000 - 85000 Β£ / year (est.) No working from home possible
Rathbones Group Plc

At a Glance

  • Tasks: Lead financial planning initiatives and build strong client relationships in a dynamic wealth management firm.
  • Company: Join Rathbones Group Plc, a leader in wealth management with a focus on growth and client impact.
  • Benefits: Enjoy flexible holidays, a company pension, private medical insurance, and study support.
  • Other info: Emphasise accountability and client service excellence in a supportive team culture.
  • Why this job: Make a real difference in clients' financial journeys while enjoying a hybrid work environment.
  • Qualifications: Level 6 Charter as a Financial Planner and excellent relationship-building skills.

The predicted salary is between 70000 - 85000 Β£ per year.

Rathbones Group Plc is seeking a Financial Planning Director in Winchester.

The role involves developing new business and maintaining client relationships within a leading wealth management firm.

Candidates should have Level 6 Charter as a Financial Planner and proven relationship-building skills.

Benefits include flexible holidays, a company pension, private medical insurance, and study support.

The position offers a hybrid working pattern, emphasizing accountability and client service excellence. #J-18808-Ljbffr

Financial Planning Director β€” Hybrid, Growth & Client Impact employer: Rathbones Group Plc

At Rathbones, we pride ourselves on being a rewarding employer that invests in the future of our people. Located in a vibrant area, we offer a supportive work culture that fosters professional growth and provides clear paths for career progression. Join us to not only build a meaningful career but also to share in the success of our business, making every day at work fulfilling and impactful.

Rathbones Group Plc

Contact Details:

Rathbones Group Plc Recruitment Team

We think you need these skills to ace Financial Planning Director β€” Hybrid, Growth & Client Impact

Level 6 Charter as a Financial Planner
Relationship-Building Skills
Business Development
Client Service Excellence
Accountability
Wealth Management Knowledge
Communication Skills