At a glance
- Location: Cirencester Office
- Workplace Type: Hybrid
- Employment Type: Permanent
- Seniority: Mid-Senior Level
Senior Wealth Planner – Role Overview
The Senior Wealth Planner is responsible for developing and delivering advice on Private Client cases within the Private Client Advice Team. 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, working alongside Partners and external professional advisers.
- Being creative and holistic in identifying and developing Private Client advice solutions, taking into account clients’ broad circumstances and needs.
- Contributing 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 through in-person meetings and formal presentations, with excellent communication and presentation skills to clearly articulate complex information and build strong client relationships.
- Identifying scalable solutions to manual processes, to improve SLAs and KPIs, whilst supporting divisional projects and the roll‑out of new initiatives.
- Maintaining professional qualifications and technical knowledge, keeping up to date with regulatory and legislative change.
- 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 groups and initiatives, including the provision of technical thought leadership in relevant forums to inform the development of HNW advice support.
Who we’re looking for
A highly qualified, client‑facing Private Client specialist with deep technical expertise and the credibility, creativity, and communication skills to deliver holistic, high‑quality advice to high‑net‑worth clients and support 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 communication 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 sound decision‑making.
Desirable Skills
- Chartered Financial Planner status (or working towards Chartered status) through a recognised professional body (e.g. CII).
- Experience shaping or developing financial advice propositions or client solutions.
- Leadership or mentoring experience supporting junior colleagues’ development.
- Knowledge of scalable process improvement or operational efficiencies within advice delivery.
Special Requirements
This position is a Certification role under the Senior Managers and Certification Regime.
What’s in it for you?
We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.
- Competitive parental leave (26 weeks full pay).
- Private medical insurance (optional taxable benefit).
- Non‑Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.
Reasonable Adjustments
We’re an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all. If you require reasonable adjustment(s) at any stage please let us know by emailing us at careers@sjp.co.uk.
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