Senior Wealth Planner - Hybrid, High-Net-Worth Advice

St. James's Place; Cirencester; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Annual leave

Private medical insurance

Pension scheme

Parental leave

Protection benefits

EV salary sacrifice

Job summary

St. James's Place seeks a Senior Wealth Planner to develop and deliver Private Client advice with Partners, handling complex cases for high-net-worth clients. You will maintain professional qualifications and stay current with regulatory changes while collaborating with the Private Client Service Team.

The role requires strong analytical capabilities, excellent communication, and the ability to translate complex financial information into actionable guidance in a hybrid Cirencester environment.

Qualifications

• 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 collaborate with Senior team members in order 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 sound decision making and good judgement skills.

Responsibilities

• Own, develop and deliver advice and recommendations in relation to Private Client cases, with the skills to work alongside Partners.
• Becoming creative and holistic in identifying & developing Private Client advice solutions, taking into account clients’ broad sets of circumstances and needs.
• Supporting Partners in delivering advice to eligible Private Clients. This requires excellent communication skills to clearly articulate complex information and build strong Partner relationships.
• Maintaining professional qualifications and technical knowledge, keeping up to date with regulatory and legislative change.
• Working closely with the Private Client Service Team to implement planning.

Skills

Taxation

Investments

Pensions

Estate planning

Holistic financial advice

Communication skills

Collaboration

Relationship management

Decision making

Education

Chartered Financial Planner status or equivalent

Tools

Cashflow modelling

Job description

St. James's Place seeks a Senior Wealth Planner to develop and deliver Private Client advice with Partners, handling complex cases for high-net-worth clients. You will maintain professional qualifications and stay current with regulatory changes while collaborating with the Private Client Service Team.

The role requires strong analytical capabilities, excellent communication, and the ability to translate complex financial information into actionable guidance in a hybrid Cirencester environment.