Senior Wealth Planner — Private Client Advice (Hybrid)

St. James'S Place; Cirencester; Hybrid; GBP 55,000 - 90,000; Full time

Benefits offered by this job

Private Medical Insurance

Generous Pension

Enhanced Parental Leave

Protection Benefits

EV Salary Sacrifice

Annual Leave 28 days

Job summary

St. James's Place in Cirencester is hiring a Senior Wealth Planner to develop and deliver private client advice within the Private Client Advice Team. The role requires technical expertise to discuss strategies with Partners and to prepare client-facing reports.

You will work with the Senior team to deliver holistic planning, keeping up to date with regulatory changes and ensuring high standards of client service. A relevant professional background and strong communication are essential.

Qualifications

• Deep technical knowledge 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.
• Collaborate with senior team members to translate complex data into clear advice.
• Relationship management with clients, Partners, and external advisers.
• Sound judgement and decision making.

Responsibilities

• Own, develop and deliver advice for Private Client cases alongside Partners.
• Identify and develop Private Client advice solutions considering clients' circumstances.
• Support Partners in delivering advice to eligible Private Clients.
• Maintain professional qualifications and keep up to date with regulatory changes.
• Work with the Private Client Service Team to implement planning.

Skills

Taxation

Investments

Pensions

Estate planning

High-net-worth clients

Communication skills

Education

Chartered Financial Planner

Tools

Cashflow modelling

Job description

St. James's Place in Cirencester is hiring a Senior Wealth Planner to develop and deliver private client advice within the Private Client Advice Team. The role requires technical expertise to discuss strategies with Partners and to prepare client-facing reports.

You will work with the Senior team to deliver holistic planning, keeping up to date with regulatory changes and ensuring high standards of client service. A relevant professional background and strong communication are essential.