This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
About the role:
The Senior Wealth Planner is responsible for developing and delivering advice on Private Client cases within the Private Client Advice Team. The role requires technical expertise to have advice support discussions with Partners, produce client-facing advice reports and to support Partners in delivering these to clients which may involve working with more senior colleagues on complex cases.
What you'll be doing:
- Owning, developing and delivering advice and recommendations in relation to Private Client cases, with the skills to work alongside Partners
- Being creative and holistic in identifying & developing Private Client advice solutions, taking into account clients' broad sets of circumstances and needs
- Supporting Partners in delivering advice to eligible Private Clients. This requires excellent communication skills to clearly articulate complex information and build strong Partner relationships
- Maintaining professional qualifications and technical knowledge, keeping up to date with regulatory and legislative change
- Working closely with the Private Client Service Team to implement planning
Who we're looking for:
We're looking for a technically capable and relationship-focused Wealth Planner who thrives on solving complex financial planning challenges for high-net-worth clients. You'll combine strong analytical skills with the confidence to influence, collaborate and deliver high-quality advice in a fast-paced environment.
Essential skills
- Technical expertise across taxation, investments, pensions, and estate planning
- Ability to deliver holistic financial advice to high-net-worth clients
- Strong client-facing communication and presentation skills
- Ability to collaborate with Senior team members in order to analyse complex financial information and translate it into clear, actionable advice
- Relationship management skills with clients, Partners, and external professional advisers
- High level of sound decision making and good judgement skills.
Desirable skills
- Relevant financial planning or financial services qualifications, such as Chartered Financial Planner status or equivalent professional credentials.
- Experience using cashflow modelling tools to support financial planning and advice recommendations
Wealth 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.
