Hybrid Financial Planning Director: Lead & Grow HNW Clients

Rathbones is seeking a Senior Financial Planning leader to drive growth and client excellence in a Hybrid Bournemouth office. You will lead a small team of Financial Planners, Paraplanners and Administrators, delivering tailored financial advice to high-net-worth clients and coaching staff for professional development.

You will collaborate with Investment Management teams to expand relationships, attract new clients, and provide seamless service that reflects Rathbones’ high standards.

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