St. James's Place in Cirencester is hiring a Senior Wealth Planner to develop and deliver private client advice within the Private Client Advice Team. The role requires technical expertise to discuss strategies with Partners and to prepare client-facing reports.
You will work with the Senior team to deliver holistic planning, keeping up to date with regulatory changes and ensuring high standards of client service. A relevant professional background and strong communication are essential.
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Senior Wealth Planner — Private Client Advice (Hybrid) 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.
