Financial Planning Director

Location: Winchester

Contract: Permanent

Working pattern: Hybrid

About the Role

This is a great opportunity for someone who knows the local market well and is skilled at relationship building, to join an ambitious team and progress swiftly within one of the UK’s leading Wealth Management firms.

In this role you will work with the Financial Planning and Investment Management team to develop new business and to contribute to the office growth strategy, ensuring that the quality of advice and service is of the highest standard.

What you’ll be responsible for

• Contribute to the growth of the business through the provision of high-quality, compliant advice and participate in marketing initiatives, collaborating with Rathbones Investment Management colleagues and other professional partners in the legal and tax community to encourage the introduction of clients.


• Deliver ...