Chartered Financial Planning Director - Hybrid Growth Lead

Chartered Financial Planning Director - Hybrid Growth Lead

Full-Time 80000 - 100000 Β£ / year (est.) No working from home possible
Rathbones

At a Glance

  • Tasks: Lead financial planning initiatives and foster client relationships for business growth.
  • Company: Join Rathbones, a leading firm in financial services with a focus on collaboration.
  • Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional development.
  • Other info: Dynamic role with a blend of office and flexible work arrangements.
  • Why this job: Make a real impact by delivering high-quality advice and driving client success.
  • Qualifications: Must hold a Level 6 Chartered Financial Planner qualification and have strong relationship skills.

The predicted salary is between 80000 - 100000 Β£ per year.

Rathbones is looking for a Financial Planning Director to contribute to business growth and maintain client relationships. The role involves delivering high-quality, compliant advice and collaborating with the Investment Management team to encourage new client introductions.

Applicants should have a Level 6 Chartered Financial Planner qualification, extensive industry knowledge, and strong relationship-building skills. The position offers a hybrid working pattern, combining office and flexible work arrangements.

Chartered Financial Planning Director - Hybrid Growth Lead employer: Rathbones

Rathbones is an exceptional employer that values its employees by offering a hybrid working model, allowing for flexibility and work-life balance. With a strong focus on professional development, employees are encouraged to grow their skills and advance their careers while being part of a collaborative and supportive team culture. The opportunity to work closely with the Investment Management team not only enhances client relationships but also fosters a dynamic environment for innovation and success.

Rathbones

Contact Details:

Rathbones Recruitment Team

We think you need these skills to ace Chartered Financial Planning Director - Hybrid Growth Lead

Chartered Financial Planner qualification
Business Growth Strategies
Client Relationship Management
High-Quality Advice Delivery
Compliance Knowledge
Collaboration Skills
Investment Management Knowledge