Rathbones Bournemouth is seeking a Financial Planning Director/Team Lead to drive growth, provide high-quality advice, and lead a small team of planners and paraplanners. You will manage high-net-worth client relationships, deliver strategic planning, and collaborate with Investment Management to ensure seamless service.
The role combines leadership and technical excellence with business development, within a hybrid working pattern at one of the UK’s leading wealth management firms.
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Senior Financial Planning Director & Team Leader 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.
