St. James's Place seeks a Senior Wealth Planner to develop and deliver Private Client advice with Partners, handling complex cases for high-net-worth clients. You will maintain professional qualifications and stay current with regulatory changes while collaborating with the Private Client Service Team.
The role requires strong analytical capabilities, excellent communication, and the ability to translate complex financial information into actionable guidance in a hybrid Cirencester environment.
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Senior Wealth Planner - Hybrid, High-Net-Worth Advice 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.
