Private Client Financial Planner: Holistic Wealth Advice

Company: St. James's Place
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Job Description:

St. James’s Place is seeking a highly qualified Private Client specialist to develop and deliver holistic advice to high-net-worth clients. You will support Partners with technical expertise, craft client‑facing reports, and contribute to new initiatives in Private Client solutions.

The role is hybrid, based in Cirencester, and involves leading client meetings, presenting complex information clearly, and nurturing client relationships within a regulated environment.

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Posted: October 22nd, 2026