Are yo ready tochart yor own career path? With or refreshed strategy, we're bilding on or rich heritage and transforming or bsiness to be more scalable and efficient, nlocking the capabilities needed for ftre sccess. This incldes significantly investing in technology, streamlining the way we work and creating an environment where colleages feel engaged, empowered and accontable; where they can show p, speak p and perform - becase we believe in the difference or work makes.




At a glance:




LOCATION: Cirencester Office




Workplace Type: Hybrid




Employment Type: Permanent




Seniority: Mid-Senior Level



The Financial Planner is responsible for developing and delivering advice on Private Client cases within the Private Client Advice Team. It also reqires contribtion to and spport for the development of new initiatives in relation to the proposition and contribtion to Divisional and Private Client comms, as an SME The role reqires technical expertise to prodce client-facing advice reports and to spport Partners in delivering these to clients.


What yo'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 soltions, taking into accont clients' broad sets of circmstances and needs

Contribting to shaping the advice proposition and developing new ideas for the presentation and delivery of client reports

Leading and actively participating in delivering advice to eligible Private Clients throgh in-person meetings and formal presentations. This reqires excellent commnication and presentation skills to clearly articlate complex information and bild strong client relationships

Identifying scalable soltions to manal processes, to improve SLAs and KPIs, whilst spporting divisional projects and the roll-ot of new initiatives

Maintaining professional qalifications and technical knowledge, keeping p to date with reglatory and legislative change

Providing content and spport for the delivery of the Private Client commnications Lead and actively participate in delivering advice to eligible Private Clients throgh in-person meetings and formal presentations. This reqires excellent commnication and presentation skills to clearly articlate complex information and bild strong client relationships

Leading the training and development of team members, working closely with the Private Client Advice Manager to assess competence, deliver training, and provide ongoing confirmation of capability.

Representing Private Clients in relevant project grops and initiatives, inclding the provision of technical thoght leadership in relevant forms to inform the development of HNW advice spport.

Who we're looking for:



A highly qalified, client-facing Private Client specialist with deep technical expertise and the credibility, creativity, and commnication skills to deliver holistic, high-qality advice to high-net-worth clients and spport Partners.


Essential skills

Advanced technical expertise across taxation, investments, pensions, and estate planning

Proven ability to deliver holistic financial advice to high-net-worth clients

Strong client-facing commnication and presentation skills

Ability to analyse complex financial information and translate it into clear, actionable advice

Relationship management skills with clients, Partners, and external professional advisers

High level of commercial awareness and sond decision-making

Desirable skills

Chartered Financial Planner stats (or working towards Chartered stats) throgh a recognised professional body (e.g. CII)

Experience shaping or developing financial advice propositions or client soltions

Leadership or mentoring experience spporting jnior colleages' development

Knowledge of scalable process improvement or operational efficiencies within advice delivery

Special Reqirements:



Please be aware that this position is a Certification role nder the Senior Managers and Certification Regime.




What's in it for yo?




We reward yofor the work yo do, whether that's throgh or discretionary annal bons scheme that reflects bothpersonal and company performance, competitive annal leave allowance (8 dayspls bank holidays, with the option to prchase an additional 5 days), oronline rewards platform with a variety of disconts.

We also havebenefits to spport whatever stage of life yo are in, inclding:

Competitive parental leave (6 weeks fll pay)

Private medical insrance (optional taxable benefit)

Non-Contribtory Pension - 1% (increasing with length of service p to 15%) with frther pension matching.

Reasonable Adjstments We're an eqalopportnities employer and want to ensre or recritment process is accessibleand inclsive for all, if yo reqire reasonable adjstment(s) at any stageplease let s know by emailing s at careers@sjp.co.k



Research tells s that applicants(especially those from nderrepresented grops) can be pt off from applyingfor a role if they do not meet all the criteria or have been on an extendedcareer-break. If yo think yo wold be a good match for this role and candemonstrate some transferable experience please apply, regardless of whetheryo tick every box.




What's next?



If yo're excitedabot this role and believe yo have the skills and experience we're lookingfor, we'd love to hear from yo! Please sbmit an application by clicking'apply' below and or team will be in toch.

As a bsinessreglated by the FCA we wold advise yo to familiarise yorself with thecondct reglations and in particlar consmer dty obligations prior to aninterview with SJP.