St. James's Place Cirencester is seeking a mid-senior Private Client Financial Planner to develop and deliver holistic advice for Private Client cases, collaborating with Partners and external advisers.
The role emphasises creative problem solving, client-centric reports, and building strong client relationships through in-person meetings and presentations. You will contribute to shaping the advice proposition, maintain up-to-date technical knowledge, and lead training for the team under the
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Hybrid Private Client Financial Planner for HNW Advisory in Cirencester employer: St. James's Place
St. James’s Place is an excellent employer, offering a dynamic work culture that prioritises employee well-being and professional growth. Located in Cirencester, this hybrid role as a Data Privacy Manager not only provides competitive benefits such as parental leave and health insurance but also fosters an environment where employees can thrive through collaboration and engagement with diverse stakeholders in the regulated financial services sector.
