At a Glance
- Tasks: Provide expert financial and investment advice while managing client relationships.
- Company: Leading financial services firm in Birmingham with a focus on collaboration and inclusion.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to support junior staff and contribute to business growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Chartered status and proven experience in financial planning and business retention.
The predicted salary is between 59400 - 72600 £ per year.
A leading financial services firm in Birmingham is seeking an experienced financial planner to provide comprehensive financial and investment advice to a diverse client base.
Candidates should possess a strong technical knowledge of financial planning and a proven track record in business retention.
The role involves managing relationships with investment managers, supporting junior staff, and contributing to the growth of the business.
Chartered status is required.
A collaborative environment fostering inclusion is essential. #J-18808-Ljbffr
We’re Hiring: Strategic Wealth Planning Director 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.
