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Senior Financial Planner: Investments & Estate Strategy

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: St. James's Place
Full Time position
Listed on 2026-09-17
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below

St. James's Place seeks an Experienced Financial Adviser to provide comprehensive financial guidance to a client portfolio, building long-term trusted relationships. You will leverage St.

James's Place's investment solutions to tailor advice across investments, retirement planning, estate planning, protection, and tax-efficient strategies. Supported by our technology, marketing, and administrative resources, you will focus on delivering exceptional service to clients while maintaining regulatory

Are you ready to take on the Senior Financial Planner:
Investments & Estate Strategy role es's Place?

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in England, United Kingdom.

This opportunity is part of our work in Finance.

Position Requirements
10+ Years work experience
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