Senior Wealth Planning Director

Rathbone Brothers; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

Rathbones in London is seeking a senior financial adviser to provide high-level financial advice, lead client relationships, and set the benchmark for service quality and professional judgement. You will support Investment Managers with growth strategies and grow the client book while maintaining strong client satisfaction.

Maintain thorough records, complete CPD to regulatory requirements, and act as a role model for junior colleagues. Hybrid working arrangement in London is available.

Qualifications

• Excellent client management and relationship-building skills.
• Ability to deliver high-quality, judgement-based financial advice.

Responsibilities

• Provide high-level financial advice to individuals and build client relationships.
• Maintain annual review services and accurate records for clients.
• Grow client book and support Investment Managers with growth strategies.
• Collaborate with Rathbones services to deliver holistic outcomes.

Skills

Client management

Relationship building

Senior advisory

Regulatory compliance

Job description

Rathbones in London is seeking a senior financial adviser to provide high-level financial advice, lead client relationships, and set the benchmark for service quality and professional judgement. You will support Investment Managers with growth strategies and grow the client book while maintaining strong client satisfaction.

Maintain thorough records, complete CPD to regulatory requirements, and act as a role model for junior colleagues. Hybrid working arrangement in London is available.