Senior Financial Planner: Investments & Estate Strategy

Senior Financial Planner: Investments & Estate Strategy

Full-Time No working from home possible
St. James's Place

St. James's Place seeks an Experienced Financial Adviser to provide comprehensive financial guidance to a client portfolio, building long-term trusted relationships. You will leverage St.

James's Place's investment solutions to tailor advice across investments, retirement planning, estate planning, protection, and tax-efficient strategies. Supported by our technology, marketing, and administrative resources, you will focus on delivering exceptional service to clients while maintaining regulatory

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Senior Financial Planner: Investments & Estate Strategy employer: St. James's Place

St. Jamesโ€™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.

St. James's Place

Contact Details:

St. James's Place Recruitment Team

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