Strategic Wealth Planning Director

Rathbones

Screened

Birmingham

Posted 2 weeks ago

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About the role

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. #J-18808-Ljbffr

About this listing

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