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Senior Financial Planning Director & Team Leader
Job in
Winchester, Hampshire County, SO23, England, UK
Listed on 2026-08-10
Listing for:
Rathbones
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
Rathbones Winchester is seeking a Financial Planning Director/Team Lead to steer a high-performing team and deliver tailored financial planning for high-net-worth clients. You will coach Planners, Paraplanners and Administrators while growing client relationships and ensuring compliant, evidence-based advice.
You will partner with Investment Management and other Rathbones teams to deliver seamless service, lead by example, and drive technical excellence and client outcomes across the office.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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