St. James's Place in Cirencester is seeking a highly qualified Private Client Specialist to deliver holistic, high-quality advice to high-net-worth clients.
You will work with Partners and external advisers, shaping the proposition and leading client meetings with clear, compelling recommendations. This Certification role under the Senior Managers and Certification Regime emphasises technical expertise in taxation, investments and estate planning, with mentoring responsibilities and
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Private Client Financial Planner: Holistic HNW Advice 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.
