Wealth Planner

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

Are you ready tochart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.

At a glance:

LOCATION: Cirencester Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Senior Level

About the role:

The Senior Wealth Planner is responsible for developing and delivering advice on Private Client cases within the Private Client Advice Team. The role requires technical expertise to have advice support discussions with Partners, produce client-facing advice reports and to support Partners in delivering these to clients which may involve working with more senior colleagues on complex cases.

What you'll be doing:

• Owning, developing and delivering advice and recommendations in relation to Private Client cases, with the skills to work alongside Partners
• Being 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

Who we’re looking for:

We're looking for a technically capable and relationship-focused Wealth Planner who thrives on solving complex financial planning challenges for high-net-worth clients. You'll combine strong analytical skills with the confidence to influence, collaborate and deliver high-quality advice in a fast-paced environment.

Essential skills

• 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.

Desirable 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

Special Requirements:

Please be aware that this position is a Certification role under the Senior Managers and Certification Regime.

What's in it for you?

Whatever stage of life you're in, our benefits are designed to provide the support, flexibility, and peace of mind you need to thrive both at work and beyond.

In addition to our discretionary annual bonus scheme, which reflects both individual and company performance, you'll benefit from a market-leading benefits package tailored to support your wellbeing, financial security, and family life.

Our benefits include:

• 28 days' annual leave plus bank holidays, with the option to purchase up to 5 additional days.
• Private Medical Insurance – company-funded cover for you and your immediate family
• Generous Pension Scheme – a non-contributory employer contribution of 10%, increasing with length of service up to 15%, plus the opportunity to increase this through salary sacrifice
• Enhanced Parental Leave – up to 26 weeks' full pay to support growing families.
• Protection Benefits – company-funded critical illness cover, income protection, and life assurance
• EV salary sacrifice scheme through Tusker

Reasonable Adjustments

We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at