Private Client Financial Planner – Holistic HNW Advice

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.

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