St. James’s Place in Cirencester seeks a technically capable Senior Wealth Planner to develop and deliver Private Client advice and support Partners in complex cases. You will articulate sophisticated recommendations and maintain up-to-date professional knowledge in a fast-paced environment.
You will work within a Private Client Service Team, balancing client needs with regulatory requirements, while building strong relationships with Partners and clients alike.
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Senior Wealth Planner - Private Client Advisory (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.
