At a Glance
- Tasks: Provide expert advice on private client cases and develop scalable solutions.
- Company: St. James's Place, a leader in wealth management with a focus on empowerment.
- Benefits: Competitive rewards, annual bonus, parental leave, and strong pension plan.
- Other info: Hybrid role with opportunities for professional growth and team training.
- Why this job: Join a dynamic team and make a real difference for high-net-worth clients.
- Qualifications: Mid-senior level expertise in wealth planning and excellent communication skills.
The predicted salary is between 60000 - 80000 £ per year.
St. James's Place is seeking a Senior Wealth Planner based in Cirencester to provide advice on private client cases. This permanent, hybrid role requires mid-senior level expertise and offers an environment that values engagement and empowerment.
The successful candidate will be responsible for developing scalable solutions and leading the training of team members while ensuring top-notch communication with high-net-worth clients.
We provide competitive rewards, including an annual bonus, parental leave, and a strong pension plan.
Senior Private Client Wealth Planner (Hybrid) employer: St. James's Place
St. James's Place is an exceptional employer that fosters a culture of engagement and empowerment, making it an ideal workplace for a Senior Private Client Wealth Planner in Cirencester. With competitive rewards such as an annual bonus, generous parental leave, and a robust pension plan, employees are well-supported in their professional journey. The company also prioritises employee growth through training opportunities, ensuring that team members can thrive while delivering outstanding service to high-net-worth clients.
