Senior Financial Planning Director | Hybrid Wealth Management

Rathbones Group Plc; Bournemouth; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading wealth management firm is seeking a Financial Planner in Bournemouth. You will develop new business and maintain client relationships, ensuring high-quality advice. Ideal candidates will have Level 6 Chartered Financial Planner qualification and experience in the local market. This role offers a hybrid working pattern and a competitive benefits package including a 9% pension scheme and private medical insurance. Join our dedicated team and help us guide clients through significant financial decisions.

Benefits

Company pension - 9% non-contributory

Private medical insurance

Life assurance - 8 x salary

Company share scheme

Flexible holidays

Study support

Green Car Scheme

Qualifications

• Experience in delivering a Financial Planning service.
• Strong understanding of industry and investment trends.
• Proven ability to build and maintain client relationships.

Responsibilities

• Contribute to the business growth through high-quality advice.
• Deliver excellent client service consistently.
• Manage risk by adhering to regulatory requirements.

Skills

Financial Planning service delivery

Analytical skills

Relationship building

Time management

Education

Chartered Financial Planner Level 6

Job description

A leading wealth management firm is seeking a Financial Planner in Bournemouth. You will develop new business and maintain client relationships, ensuring high-quality advice. Ideal candidates will have Level 6 Chartered Financial Planner qualification and experience in the local market. This role offers a hybrid working pattern and a competitive benefits package including a 9% pension scheme and private medical insurance. Join our dedicated team and help us guide clients through significant financial decisions.