At a Glance
- Tasks: Support high-net-worth clients with expert financial advice and connect them with top specialists.
- Company: St. James’s Place, a leading firm in private client strategy.
- Benefits: Hybrid work, competitive benefits, and continuous professional development opportunities.
- Why this job: Make a real difference in clients' lives during key business moments.
- Qualifications: Strong background in tax and financial planning with high-net-worth clients.
The predicted salary is between 60000 - 80000 £ per year.
St. James’s Place in Cirencester is seeking a Senior Business Advisory Specialist to support high-net-worth individuals and business owners during key business moments. In this role, you'll act as a trusted advisor, providing corporate finance guidance and connecting clients with top specialists.
The ideal candidate will have a strong background in tax, financial planning, and experience with high-net-worth clients. The position includes a hybrid work environment, competitive benefits, and opportunities for continuous professional development.
Senior Private Client Strategy Advisor in Cirencester employer: St. James's Place
St. James’s Place is an exceptional employer located in the picturesque town of Cirencester, offering a dynamic work culture that prioritises employee growth and development. With a hybrid work environment and competitive benefits, we empower our Senior Private Client Strategy Advisors to thrive while providing invaluable support to high-net-worth clients during pivotal business moments. Join us to be part of a team that values expertise, collaboration, and meaningful client relationships.
