Private Client Financial Planner – Holistic HNW Advice

St. James’s Place; United Kingdom; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Private medical insurance

Non-Contributory pension

Annual bonus

28 days leave + bank holidays

Job summary

St. James’s Place is seeking a highly skilled Private Client Financial Planner to deliver holistic, high-net-worth advice within our Private Client Advice Team.

You will craft and present client-focused strategies, collaborating with Partners and external advisers to tailor solutions. The role emphasizes technical depth in taxation, investments, and estate planning, with a focus on scalable process improvements.

Qualifications

• 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.

Responsibilities

• Owning, developing and delivering advice and recommendations in relation to Private Client cases, with the skills to work alongside Partners and external professional advisers.
• Developing Private Client advice solutions considering clients' circumstances and needs.
• Shaping the advice proposition and developing ideas for client report delivery.
• Leading and delivering advice to Private Clients through in-person meetings and presentations.
• Identifying scalable solutions to manual processes to improve SLAs and KPIs.
• Maintaining professional qualifications and keeping up to date with regulations.

Skills

Taxation

Investments

Pensions

Estate planning

High-net-worth advice

Client relationship management

Presentation skills

Education

Chartered Financial Planner status

Professional body accreditation (e.g. CII)

Job description

St. James’s Place is seeking a highly skilled Private Client Financial Planner to deliver holistic, high-net-worth advice within our Private Client Advice Team.

You will craft and present client-focused strategies, collaborating with Partners and external advisers to tailor solutions. The role emphasizes technical depth in taxation, investments, and estate planning, with a focus on scalable process improvements.