Strategic Wealth Planning Director

Rathbones; Birmingham; On-site; GBP 65,000 - 95,000; Full time

Job summary

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.

Qualifications

• Fully qualified with Chartered status (or equivalent).
• Ideally qualification and experience of Defined Benefit Pension Scheme transfers.
• Needs to manage time effectively and meet deadlines.

Responsibilities

• Provide financial planning and investment advice to clients.
• Manage key Investment Management relationships.
• Help build and develop strategic relationships internally and externally.
• Consider the opportunities to add value to client relationships.
• Lead the team in managing and growing the office business revenue.

Skills

High level of technical knowledge in financial planning

Good investment knowledge

Proven track record in winning and retaining business

Ability to manage time effectively

Strong relationships with peers

Empathetic approach to team members

Ability to promote Financial Planning

Education

Chartered status or equivalent

Job description

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.