St. James's Place in Cirencester seeks a Senior Wealth Planner to develop and deliver Private Client advice. You will work with Partners, produce client-facing reports and deliver complex cases for high-net-worth clients.
You will stay current with regulatory changes and collaborate with the Private Client Service Team to implement strategic planning, ensuring high‑quality, compliant outcomes for clients.
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Senior Wealth Planner – Private Client, Hybrid employer: St John
St. John in Cirencester offers a supportive and dynamic work environment for the Entry Level Resource Administrator role, where you can develop your skills while contributing to meaningful projects. With a focus on employee growth and a hybrid working model, you will enjoy a balanced work-life experience in a collaborative team that values communication and organisation. Join us to be part of a company that prioritises your professional development and well-being.
