Senior Wealth Planning Director - Birmingham

Rathbones Group Plc; Birmingham; On-site; GBP 90,000 - 120,000; Full time

Job summary

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.

Benefits

Diverse and inclusive workplace

Opportunities for personal and professional development

Supportive team environment

Qualifications

• Proven history of managing client relationships and providing excellent financial advice.
• Experience with Defined Benefit Pension Scheme transfers is ideal.
• Timely client servicing skills essential.

Responsibilities

• Provide financial planning and investment advice to clients.
• Manage key Investment Management relationships.
• Promote holistic financial planning and wealth proposition.

Skills

High level of technical knowledge in financial planning

Good investment knowledge

Proven track record in winning and retaining business

Ability to build strong relationships

Education

Chartered status (or equivalent)

Job description

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.