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Senior Private Client Financial Planner
Job in
Gloucester, Gloucestershire, GL1, England, UK
Listed on 2026-07-20
Listing for:
St. James'S Place
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
St. James's Place is seeking a highly qualified Financial Planner to develop and deliver sophisticated Private Client advice.
You will work alongside Partners and external advisers to craft holistic solutions for high-net-worth clients, presenting complex concepts clearly in person and via reports. The role emphasizes technical depth in taxation, investments, pensions, and estate planning, along with strong communication, leadership, and ongoing professional development within a dynamic Private
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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