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Strategic wealth planning director (hybrid)

Bournemouth
Rathbone Brothers
Planning director
€150,000 - €200,000 a year
Posted: 5h ago
Offer description

Rathbone Brothers is seeking a Technical Specialist / Manager in Bournemouth to join their Financial Planning and Investment Management team. This role involves developing new business and client relationships while ensuring the quality of service is maintained. The ideal candidate should have experience in Financial Planning, be a Chartered Financial Planner, and possess strong relationship-building skills. The role offers hybrid working arrangements and a comprehensive benefits package including a competitive pension scheme and private medical insurance.

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