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.
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Westbourne
Company description: At Rathbones, we help people invest their money well, so they can live well.
Explore: Specialist jobs in Birmingham
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