Senior Financial Planning Director (Hybrid) in Bournemouth

Senior Financial Planning Director (Hybrid) in Bournemouth

Bournemouth Full-Time 60000 - 75000 Β£ / year (est.) No working from home possible
Rathbones

At a Glance

  • Tasks: Lead the Financial Planning division and develop new business strategies.
  • Company: Rathbones, a reputable firm in Bournemouth with a focus on growth.
  • Benefits: Competitive salary, hybrid work model, and excellent career progression.
  • Other info: Join a dynamic team committed to compliance and client satisfaction.
  • Why this job: Make a real impact by delivering high-quality financial advice and services.
  • Qualifications: Experience in financial planning and strong relationship management skills.

The predicted salary is between 60000 - 75000 Β£ per year.

Rathbones in Bournemouth is seeking a Financial Planning Director to lead the Financial Planning division, develop new business and contribute to the office growth strategy, while delivering high-quality, compliant advice and service.

You will build and manage relationships with introducers and clients, ensure excellent client service, and maintain records to satisfy regulatory and TC requirements.

The role is hybrid and permanent, offering a competitive remuneration package.

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Senior Financial Planning Director (Hybrid) in Bournemouth employer: Rathbones

Rathbones is an excellent employer that fosters a collaborative and innovative work culture, particularly within our hybrid Business Delivery Change team. We offer a comprehensive remuneration package, including a pension, medical insurance, and discretionary bonuses, alongside ample opportunities for professional growth and development in the dynamic field of investment management.

Rathbones

Contact Details:

Rathbones Recruitment Team

We think you need these skills to ace Senior Financial Planning Director (Hybrid) in Bournemouth

Financial Planning
Business Development
Client Relationship Management
Regulatory Compliance
Advisory Skills
Record Keeping
Strategic Growth Planning