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Senior Wealth Planning Director

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Rathbone Brothers
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm in Birmingham is looking for a Technical Specialist/Manager to provide financial planning and investment advice to clients. The ideal candidate will possess a strong technical background in financial planning and investment knowledge, with a proven ability to build client relationships. You'll manage key relationships, contribute to growth, and mentor team members in a supportive, inclusive work environment.

Join a firm committed to responsible investment and client-centric service.
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Position Requirements
10+ Years work experience
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