St. James's Place is seeking a highly qualified Private Client specialist to develop and deliver holistic advice to high-net-worth clients. You will support Partners with technical expertise, craft client‑facing reports, and contribute to new initiatives in Private Client solutions.
The role is hybrid, based in Cirencester, and involves leading client meetings, presenting complex information clearly, and nurturing client relationships within a regulated environment.
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Private Client Financial Planner: Holistic Wealth 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.
