Senior Private Client Financial Planner for HNW Advising

St. James's Place; Manchester; Hybrid; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Discretionary annual bonus

28 days annual leave + bank holidays

Private medical insurance

Non-Contributory Pension 10%–15%

Job summary

St. James's Place is seeking a highly qualified Private Client Specialist to deliver holistic, high‑quality financial advice to high‑net‑worth clients.

You will work closely with Partners and external advisers, shaping innovative solutions and presenting complex reports with clarity. The role requires deep technical expertise in taxation, investments, pensions, and estate planning, plus strong communication and leadership skills to drive client relationships and support ongoing training within

Qualifications

• Advanced technical expertise across taxation, investments, pensions, and estate planning.
• 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 with clients, Partners, and external advisers.

Responsibilities

• Own, develop and deliver advice for Private Client cases with Partners and external advisers.
• Identify and develop Private Client advice solutions considering clients’ circumstances.
• Shape the advice proposition and improve presentation/delivery of client reports.
• Lead and participate in delivering advice to Private Clients via in-person meetings and presentations.
• Identify scalable solutions to improve SLAs/KPIs and support new initiatives.
• Maintain qualifications and stay updated on regulatory changes.
• Provide content/support for Private Client communications and train team members.
• Represent Private Clients in project groups and contribute thought leadership.

Skills

Taxation expertise

Investments

Pensions

Estate planning

Holistic financial advice

Client-facing communication

Presentation skills

Relationship management

Commercial awareness

Decision-making

Education

Chartered Financial Planner status (or working towards)

Job description

St. James's Place is seeking a highly qualified Private Client Specialist to deliver holistic, high‑quality financial advice to high‑net‑worth clients.

You will work closely with Partners and external advisers, shaping innovative solutions and presenting complex reports with clarity. The role requires deep technical expertise in taxation, investments, pensions, and estate planning, plus strong communication and leadership skills to drive client relationships and support ongoing training within