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Private Client Financial Planner – Holistic HNW Advice

Job in Belfast, County Antrim, BT1, Northern Ireland, UK
Listing for: St. James’s Place
Full Time position
Listed on 2026-09-26
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below

St. James’s Place is seeking a highly skilled Private Client Financial Planner to deliver holistic, high-net-worth advice within our Private Client Advice Team.

You will craft and present client-focused strategies, collaborating with Partners and external advisers to tailor solutions. The role emphasizes technical depth in taxation, investments, and estate planning, with a focus on scalable process improvements.

Join us es’s Place as our next Private Client Financial Planner – Holistic HNW Advice in United Kingdom.

We invite applications for the Private Client Financial Planner – Holistic HNW Advice position located in United Kingdom.

The following opportunity is for a Private Client Financial Planner – Holistic HNW Advice with St. James’s Place.

Our team is growing, and we are hiring a Private Client Financial Planner – Holistic HNW Advice in United Kingdom.

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