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Strategic Wealth Planning Director

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Rathbones
Full Time position
Listed on 2026-05-09
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Manager
Salary/Wage Range or Industry Benchmark: 150000 - 200000 GBP Yearly GBP 150000.00 200000.00 YEAR
Job Description & How to Apply Below
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.
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