Wealth Planner

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

Benefits offered by this job

Annual leave 28d

Private Medical Insurance

Non-contributory Pension

Enhanced Parental Leave

Protection Benefits

EV salary sacrifice

Job summary

St. James's Place in Cirencester is seeking a skilled Wealth Planner to develop and deliver tailored Private Client advice.

You will collaborate with Partners, produce client-facing reports, and support complex cases as part of the Private Client Advice Team. You will maintain up-to-date qualifications, translate complex financial information into clear guidance, and build strong relationships with clients, Partners, and external advisers while delivering holistic planning solutions in a hybrid

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.

Responsibilities

• 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

Skills

Technical expertise across taxation,

Investments

Pensions

Estate planning

Client-facing communication

Relationship management

Analytical skills

Influence & collaboration

Tools

Cashflow modelling tools

Job description

At a glance

LOCATION: Cirencester Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Senior Level

About the role

The 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.

• 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 [e-mail]

Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.

As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.