Senior Private Client Financial Planner

St. James's Place; Greater London; Hybrid; GBP 50,000 - 80,000; Full time

Benefits offered by this job

Discretionary annual bonus

28 days leave + bank holidays (option

Private medical insurance

Non-Contributory Pension 10-15%

Job summary

St. James's Place in Cirencester is seeking a Private Client Financial Planner to develop and deliver holistic advice to high-net-worth clients. You will collaborate with Partners to shape the proposition and present client reports in a professional setting.

The role is permanent and hybrid, requiring excellent communication and technical expertise across taxation, investments, pensions and estate planning. Training and leadership are also part of the role.

Qualifications

• Proven ability to deliver holistic financial advice to high-net-worth clients.
• Strong client-facing communication and presentation skills.
• Analytical ability to translate complex financial data into actionable advice.

Responsibilities

• Own and deliver advice and recommendations for Private Client cases, working with Partners and advisers.
• Identify scalable Private Client advice solutions considering clients' circumstances.
• Lead in-person meetings and present client reports clearly.
• Contribute to shaping the advice proposition and new delivery ideas.
• Maintain professional qualifications and stay updated with regulatory changes.

Skills

Taxation

Investments

Pensions

Estate planning

Job description

St. James's Place in Cirencester is seeking a Private Client Financial Planner to develop and deliver holistic advice to high-net-worth clients. You will collaborate with Partners to shape the proposition and present client reports in a professional setting.

The role is permanent and hybrid, requiring excellent communication and technical expertise across taxation, investments, pensions and estate planning. Training and leadership are also part of the role.