Hybrid Private Client Financial Planner for HNW Advisory

St. James's Place; Cirencester; Ibrido; GBP 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Discretionary annual bonus

28 days annual leave + bank holidays (

Descrizione del lavoro

St. James's Place Cirencester is seeking a mid-senior Private Client Financial Planner to develop and deliver holistic advice for Private Client cases, collaborating with Partners and external advisers.

The role emphasises creative problem solving, client-centric reports, and building strong client relationships through in-person meetings and presentations. You will contribute to shaping the advice proposition, maintain up-to-date technical knowledge, and lead training for the team under the

Competenze

• Advanced technical expertise across taxation, investments, pensions, and estate planning.
• Proven ability to deliver holistic financial advice to high-net-worth clients.
• Strong client-facing communication and presentation skills.
• Ability to analyse complex financial information and translate it into clear, actionable advice.
• Relationship management skills with clients, Partners, and external professional advisers.
• High level of commercial awareness and sound decision-making.

Mansioni

• Owning, developing and delivering advice and recommendations in relation to Private Client cases, with the skills to work alongside Partners and external professional advisers
• Being creative and holistic in identifying & developing Private Client advice solutions, taking into account clients’ broad sets of circumstances and needs
• Contributing to shaping the advice proposition and developing new ideas for the presentation and delivery of client reports
• Leading and actively participating in delivering advice to eligible Private Clients through in-person meetings and formal presentations.
• Identifying scalable solutions to manual processes, to improve SLAs and KPIs, whilst supporting divisional projects and the roll-out of new initiatives
• Maintaining professional qualifications and technical knowledge, keeping up to date with regulatory and legislative change
• Providing content and support for the delivery of the Private Client communications Lead and actively participate in delivering advice to eligible Private Clients through in-person meetings and formal presentations.
• Leading the training and development of team members, working closely with the Private Client Advice Manager to assess competence, deliver training, and provide ongoing confirmation of capability.
• Representing Private Clients in relevant project groups and initiatives, including the provision of technical thought leadership in relevant forums to inform the development of HNW advice support.

Conoscenze

Private client advisory

High-net-worth client service

Tax investments pensions knowledge

Client presentation skills

Regulatory compliance knowledge

Formazione

Chartered Financial Planner status

Descrizione del lavoro

St. James's Place Cirencester is seeking a mid-senior Private Client Financial Planner to develop and deliver holistic advice for Private Client cases, collaborating with Partners and external advisers.

The role emphasises creative problem solving, client-centric reports, and building strong client relationships through in-person meetings and presentations. You will contribute to shaping the advice proposition, maintain up-to-date technical knowledge, and lead training for the team under the