Hybrid Private Client Financial Planner for HNW Advisory

St. James’s Place Cirencester is seeking a mid-senior Private Client Financial Planner to develop and deliver holistic advice for Private Client cases, collaborating with Partners and external advisers.

The role emphasises creative problem solving, client-centric reports, and building strong client relationships through in-person meetings and presentations. You will contribute to shaping the advice proposition, maintain up-to-date technical knowledge, and lead training for the team under the

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