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Wealth Management

Senior Wealth Planning Director

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Rathbones Group Plc
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Job Description & How to Apply Below
A leading wealth management firm is seeking a Senior Financial Planning Director in Birmingham. This pivotal role involves providing comprehensive financial planning and investment advice to clients, managing key relationships, and leading a skilled team. The ideal candidate will possess a high level of financial planning knowledge, demonstrate proven success in business retention and development, and have the ability to mentor colleagues.

The role supports a commitment to diversity and inclusion within the workplace.
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Position Requirements
10+ Years work experience
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