Full-Time · Senior Private Client Consultant – HNW Tax & Advisory

Senior Private Client Consultant – HNW Tax & Advisory in Cirencester

St. James's Place St. James's Place Cirencester
Full-Time Client Advisory SkillsHigh Net Worth Client ManagementTechnical Knowledge in Taxation
Employment
Full-Time
Salary
60000 - 80000 £ / year (est.)

About the role

St.

James’s Place in Cirencester is seeking a Senior Private Client Consultant to join the Advice Support Team.

You will advise and service high net worth clients, position the SJP proposition, and support Partners with acquisition and retention of UHNW clients.

This is a senior technical role reporting to the Head of Private Client Consultancy, collaborating with Private Client Advice and Service teams to maximise client outcomes and growth across the group.

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Your tasks

Advise high net worth clients and support Partners in client acquisition and retention.

Your profile

Experience in private client consultancy and strong advisory skills.

What's also included

Competitive salary, professional development, and a supportive team environment.

Tech stack & ways of working

Client Advisory Skills High Net Worth Client Management Technical Knowledge in Taxation Relationship Building Strategic Positioning Collaboration Skills Client Retention Strategies Growth Maximisation Communication Skills Problem-Solving Skills Attention to Detail Analytical Skills

Senior Private Client Consultant – HNW Tax & 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.

View St. James's Place profile

Contact Details:
St. James's Place Recruitment Team

Your perspectives

Make a real impact by helping UHNW clients achieve their financial goals.

StudySmarter Expert Advice

Join Tax Networks

Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.

Attend Industry Events

Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!

Leverage Social Media

Follow leading tax advisory firms, such as St. James's Place, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!

Showcase Your Knowledge

Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!

Some tips for your application 🫡

Show Off Your Tax Knowledge

Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch St. James's Place's eye!

Quantify Your Achievements

In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.

Tailor Your Cover Letter

Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at St. James's Place. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!

Keep It Professional but Approachable

While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at St. James's Place!

How to prepare for a job interview at St. James's Place

Know Your Tax Fundamentals

Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!

Show Your Analytical Skills

Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for St. James's Place.

Understand the Consulting Aspect

Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!

Your Long-Term Vision

As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within St. James's Place. It helps to show our commitment!

Locations

  • Cirencester

Ready for the first step?

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