Senior Financial Planner & Growth Leader

Posted 17 days 15 hours ago by Rathbone Brothers

Permanent
Full Time
Other
Not Specified, United Kingdom
Job Description

Rathbones is seeking an experienced Financial Planner to drive growth and deliver high-quality financial advice to high-net-worth clients. You will manage a portfolio, conduct regular reviews, and collaborate with Investment Management teams to provide a seamless service that reflects Rathbones' standards.

The role emphasizes strong technical expertise, client relationship-building, and leadership in shaping office direction while supporting team growth and a client-centric culture.