Senior Financial Planner & Growth Leader

Posted 8 days 22 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.