Private Client Financial Planner: Holistic HNW Advice

St. James’s Place in Cirencester is seeking a highly qualified Private Client Specialist to deliver holistic, high-quality advice to high-net-worth clients.

You will work with Partners and external advisers, shaping the proposition and leading client meetings with clear, compelling recommendations. This Certification role under the Senior Managers and Certification Regime emphasises technical expertise in taxation, investments and estate planning, with mentoring responsibilities and

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