St. James’s Place in Cirencester is seeking a highly skilled Private Client Financial Planner to develop and deliver comprehensive advice for Private Client cases. You will work with Partners and external advisers to provide holistic, client-focused solutions.
The role emphasizes in-person client meetings, presentations, and ongoing professional development within a Senior Manager-regulated framework. Hybrid working with a strong client-facing focus is offered.
#J-18808-LjbffrHybrid Private Client Financial Planner (HNW) 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.
