Senior Wealth Planner - Private Client Advisory (Hybrid)

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

Benefits offered by this job

28 days annual leave plus bank hols (5

Private Medical Insurance

Generous Pension Scheme (10-15%)

Enhanced Parental Leave (26 weeks)

Protection Benefits

EV salary sacrifice scheme

Job summary

St. James’s Place in Cirencester seeks a technically capable Senior Wealth Planner to develop and deliver Private Client advice and support Partners in complex cases. You will articulate sophisticated recommendations and maintain up-to-date professional knowledge in a fast-paced environment.

You will work within a Private Client Service Team, balancing client needs with regulatory requirements, while building strong relationships with Partners and clients alike.

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.
• Relevant financial planning or financial services qualifications, such as Chartered Financial Planner status or equivalent professional credentials.
• Experience using cashflow modelling tools to support financial planning and advice recommendations.

Responsibilities

• Own, develop and deliver advice and recommendations for Private Client cases alongside Partners.
• Identify and develop Private Client advice solutions considering clients’ needs.
• Support Partners in delivering advice to eligible Private Clients and collaborate with senior colleagues on complex cases.
• Maintain qualifications and stay updated with regulatory changes.
• Work with the Private Client Service Team to implement planning.

Skills

Taxation

Investments

Pensions

Estate planning

Client communication

Relationship management

Team collaboration

Financial planning

Education

Chartered Financial Planner status or equivalent

Tools

Cashflow modelling tools

Job description

St. James’s Place in Cirencester seeks a technically capable Senior Wealth Planner to develop and deliver Private Client advice and support Partners in complex cases. You will articulate sophisticated recommendations and maintain up-to-date professional knowledge in a fast-paced environment.

You will work within a Private Client Service Team, balancing client needs with regulatory requirements, while building strong relationships with Partners and clients alike.