St. James's Place in Cirencester is seeking a skilled Wealth Planner to develop and deliver tailored Private Client advice.
You will collaborate with Partners, produce client-facing reports, and support complex cases as part of the Private Client Advice Team. You will maintain up-to-date qualifications, translate complex financial information into clear guidance, and build strong relationships with clients, Partners, and external advisers while delivering holistic planning solutions in a hybrid
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Wealth Planner - Private Client, Hybrid (Cirencester) 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.
