Senior Wealth Planner
Location
Gloucestershire, Gloucestershire
Job Type
Full-time
Category
business-and-financial-operations
Posted
June 18, 2026
This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
The Senior Wealth Planner is responsible for developing and delivering advice on Private Client cases within the Private Client Advice Team. It also requires contribution to and support for the development of new initiatives in relation to the proposition and contribution to Divisional and Private Client comms, as an SME The role requires technical expertise to produce client-facing advice reports and to support Partners in delivering these to clients.
What you'll be doing:
- Owning, developing and delivering advice and recommendations in relation to Private Client cases, with the skills to work alongside Partners and external professional advisers
- Being creative and holistic in identifying & developing Private Client advice solutions, taking int...