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Senior Wealth Planner: Private Client Elite Advisory
Job in
Cirencester, Gloucestershire, GL7, England, UK
Listed on 2026-06-21
Listing for:
St. James’s Place
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
St. James’s Place in Cirencester seeks a Senior Wealth Planner to offer tailored financial advice primarily to high-net-worth individuals. The role demands a blend of excellent client-facing communication and deep technical expertise across taxation, investments, and estate planning.
Key aspects include leading advice delivery, maintaining qualifications, and fostering team development. The position promotes a hybrid workplace and emphasizes capability building alongside innovative client solutions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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