St. James's Place is seeking a highly qualified Private Client Specialist to deliver holistic, high‑quality financial advice to high‑net‑worth clients.
You will work closely with Partners and external advisers, shaping innovative solutions and presenting complex reports with clarity. The role requires deep technical expertise in taxation, investments, pensions, and estate planning, plus strong communication and leadership skills to drive client relationships and support ongoing training within
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Senior Private Client Financial Planner for HNW Advising 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.
