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Strategic Wealth Planning Director

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Rathbone Brothers
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm in Birmingham seeks a Financial Planner to provide tailored investment advice and develop client relationships. The ideal candidate will have a Chartered qualification and expertise in financial planning. You'll manage key relationships to promote holistic financial strategies and contribute to team growth. The firm values diversity and aims to create an inclusive workplace. This position presents an opportunity to join a committed team focused on responsible wealth management.
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