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Senior Wealth Planning Director - Lead & Relationships
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-01-04
Listing for:
Rathbone Brothers Plc
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm based in Birmingham seeks a Financial Planner to deliver investment advice, manage client relationships, and mentor a team. Ideal candidates will have Chartered status and a strong track record in financial planning, with a client-centric approach. This role emphasizes personal and professional growth within an inclusive culture, promoting responsible investment practices. The firm aims to build a diverse workplace while providing meaningful work opportunities.
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Position Requirements
10+ Years
work experience
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