St. James's Place in Cirencester is seeking a Private Client Financial Planner to develop and deliver holistic advice to high-net-worth clients. You will collaborate with Partners to shape the proposition and present client reports in a professional setting.
The role is permanent and hybrid, requiring excellent communication and technical expertise across taxation, investments, pensions and estate planning. Training and leadership are also part of the role.
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Senior Private Client Financial Planner 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.
