At a Glance
- Tasks: Support high net worth clients and partners with expert advice and technical guidance.
- Company: Join a leading financial services firm focused on innovation and client success.
- Benefits: Enjoy competitive pay, generous leave, and a range of health benefits.
- Other info: Dynamic hybrid work environment with opportunities for professional growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Deep expertise in tax, trust, and investment for high net worth clients.
The predicted salary is between 45000 - 60000 £ per year.
Are you ready to chart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.
The Private Client Consultant reports into the Head of Private Client Consultancy, within the Advice Support Team of the Advice Division. The main purpose of the role is to represent St. James’s Place Private Clients and support Partners to engage, advise and service high net worth and ultra‑high net worth prospects and clients. This is a senior technical role and will be responsible for positioning the SJP proposition, providing complex technical guidance to Partners’ clients, to help secure new and retain existing business whilst also maintaining a strong profile. The role will work collaboratively with the Private Client Advice and Service teams to support Partners and clients with HNW and UHNW cases. In performing the role, the Private Client Consultant will take into account the interests of the Group’s key stakeholders, acting in line with the Group’s stated risk appetite and seeking to achieve positive outcomes in respect of clients, Partners, financials and shareholders, regulators and employees.
What you’ll be doing:
- Delivering the Private Client and Advice proposition into SJPWM, using experience and knowledge to support Partners with acquisition and retention of HNW and UHNW clients.
- Leveraging business development skills to help Partners engage prospects and win new clients in the HNW/UHW space.
- Using technical skills and professional experience to support Partners to advise their clients, offering specialist tax and technical support at client meetings, developing pitch and tender documents, presenting to clients and leading on complex and high‑profile cases.
- Working with Partners and FMT to identify Private Client advice opportunities, taking into account circumstances and needs of both the Partner and client.
- Building and maintaining a strong internal and external network, to enable delivery of a market‑leading experience for Partners and clients working closely across multiple departments and with external industry professionals.
- Being an SME across Group, maintaining an expert up‑to‑date knowledge on tax, trust and investment structuring and planning.
- Representing and raising the profile of the SJP Private Client brand, presenting at appropriate internal, Partner, FMT and client events.
Who we’re looking for:
A senior Private Client specialist with deep technical expertise and commercial acumen to support advisers in winning, retaining, and delivering exceptional outcomes for high and ultra‑high‑net‑worth clients.
Essential Skills:
- Advanced technical expertise in tax, trust, investment structuring, and financial planning for HNW/UHNW clients.
- Strong business development and client acquisition skills within the private client market.
- Excellent client‑facing communication and presentation skills, including leading high‑profile meetings.
- Ability to analyse complex financial and tax scenarios and provide clear, actionable guidance.
- Stakeholder management and influencing skills across Partners, senior leaders, and external advisers.
- Commercial awareness with the ability to support client retention and growth of Partner businesses.
Desirable skills:
- Experience contributing to or shaping a high‑net‑worth advice proposition.
- Established professional network within legal, tax, or wealth advisory circles.
- Thought leadership experience, including speaking at events or representing a brand in the market.
Special Requirements:
Please be aware that this position is a Certification role under the Senior Managers and Certification Regime.
What’s in it for you:
We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts. We also have benefits to support whatever stage of life you are in, including:
- Competitive parental leave (26 weeks full pay).
- Private medical insurance (optional taxable benefit).
- Non‑Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.
We’re an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at careers@sjp.co.uk.
Private Client Consultant in Manchester 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.
