Head of private client Work, Jobs in Crudwell, Wil (with Salaries)

Private Client Consultant
St. James's Place —Cirencester
- Business development
- Leadership
- Communication skills
- Annual leave
Head of Private Client
Battens Solicitor Limited —Bath
- Full-time
- Hybrid work
- Driving
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
Head of Future Engineering Capability (Client Side)
VINCI Construction —Woolstone
- Hybrid work
- Engineering
- Bachelor's degree
- Communication skills
- Annual leave
- Employee assistance programme
Senior Client Services Administrator
Attivo Group —Cheltenham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Work from home
Quick apply
2d
Sector Client Director - Healthcare
BAM UK & Ireland —Patchway
- Presentation skills
- No degree
- Travel
- Annual leave
Business Development Manager (South East)
Markey Group —Gloucester
- Full-time
- Sales
- Business development
- Presentation skills
- Employee assistance programme
- Employee discount
Quick apply
11d
Enforcement Agent - Gloucester & surrounding areas
Dukes Bailiffs Limited —Gloucester
- £28,500 - £100,000 a year
- Full-time
- Communication skills
- Negotiation
- Health & wellbeing programme
- Flexitime
Quick apply
5d
Property Manager - Commercial
Bruton Knowles Limited —Gloucester
- Full-time
- Hybrid work
- Customer service
- In-person
- Communication skills
- Employee discount
Product Manager
Ripjar —Cheltenham
- Remote
- Product management
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Associate
HCR —Cheltenham
- Teaching
- Annual leave
- Gym membership
Digital Product Owner
PoloWorks —Cheltenham
- Hybrid work
- Azure
- AWS
- Machine learning
- Annual leave
- Employee assistance programme
Quick apply
13d
Senior Account & Channel Manager
Ripjar —Cheltenham
- Full-time
- Hybrid work
- Sales
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Sales & Customer Services Administrator
Eastwood Park —Wotton-under-Edge
- £27,000 a year
- Full-time
- Microsoft Outlook
- Administrative experience
- Organisational skills
- Free parking
- Employee discount
Quick apply
Transport Supervisor
Lowe Rental Corporation —Cheltenham
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Senior Estimating Manager
Mears Group —Gloucester
- Up to £91,000 a year
- Monday to Friday
- Remote
- Analysis skills
- Continuous improvement
- Contracts
- Annual leave
- Employee assistance programme
Caretaker
Pinnacle Group —Swindon
- £25,387.44 a year
- Full-time
- Carpentry
- Customer service
- Plumbing
- Annual leave
- Employee assistance programme
Quick apply
Property Manager
Carter Jonas —Bath
- Full-time
- Customer service
- Organisational skills
- Communication skills
- Annual leave
- Referral programme
2d
Engineering Capability Lead (Client Side)
VINCI Construction —Woolstone
- Hybrid work
- Engineering
- Bachelor's degree
- Communication skills
- Annual leave
- Employee assistance programme
Senior Compliance Executive
PoloWorks —Cheltenham
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
4d
CASS Oversight Analyst
M&G plc —Bath
- Full-time
- Analysis skills
- Annual leave

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head of private client jobs near crudwell, wil

Private Client Consultant

St. James's Place -
Cirencester

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Job details

Permanent

Benefits

Annual leave
Company pension
Private medical insurance

Qualifications

Business development
Leadership
Communication skills
Tax experience

Full job description

Are you ready to chart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.

At a glance:

LOCATION: Cirencester Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Senior Level

The Private Client Consultant reports into the Head of Private Client Consultancy, within the Advice Support Team of the Advice Division. The main purpose of the role is to represent St. James’s Place Private Clients and support Partners to engage, advise and service high net worth and ultra-high net worth prospects and clients. This is a senior technical role and will be responsible for positioning the SJP proposition, providing complex technical guidance to Partners’ clients, to help secure new and retain existing business whilst also maintaining a strong profile. The role will work collaboratively with the Private Client Advice and Service teams to support Partners and clients with HNW and UHNW cases.

In performing the role, the Private Client Consultant will take into account the interests of the Group’s key stakeholders. In particular, acting in line with the Group’s stated risk appetite and seeking to achieve positive outcomes in respect of clients, Partners, financials and shareholders, regulators and employees.

What you'll be doing:

Delivering the Private Client and Advice proposition into SJPWM, using experience and knowledge to support Partners with acquisition and retention of HNW and UHNW clients
Leveraging business development skills to help Partners engage prospects and win new clients in the HNW/UHW space.
Using technical skills and professional experience to support Partners to advise their clients, offering specialist tax and technical support at client meetings, developing pitch and tender documents, presenting to clients and leading on complex and high-profile cases
Working with Partners and FMT to identify Private Client advice opportunities, taking into account circumstances and needs of both the Partner and client.
Building and maintaining a strong internal and external network, to enable delivery of a market-leading experience for Partners and clients working closely across multiple departments and with external industry professionals
Being an SME across Group, maintaining an expert up-to-date knowledge on tax, trust and investment structuring and planning
Representing and raising the profile of the SJP Private Client brand, presenting at appropriate internal, Partner, FMT and client events

Who we’re looking for:

A senior Private Client specialist with deep technical expertise and commercial acumen to support advisers in winning, retaining, and delivering exceptional outcomes for high and ultra-high-net-worth clients.

Essential skills

Advanced technical expertise in tax, trust, investment structuring, and financial planning for HNW/UHNW clients
Strong business development and client acquisition skills within the private client market
Excellent client-facing communication and presentation skills, including leading high-profile meetings
Ability to analyse complex financial and tax scenarios and provide clear, actionable guidance
Stakeholder management and influencing skills across Partners, senior leaders, and external advisers
Commercial awareness with the ability to support client retention and growth of Partner businesses

Desirable skills

Experience contributing to or shaping a high-net-worth advice proposition
Established professional network within legal, tax, or wealth advisory circles
Thought leadership experience, including speaking at events or representing a brand in the market

Special Requirements:

Please be aware that 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.
We also have benefits to support whatever stage of life you are in, including:

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 [email protected]

Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.

What's next?

If you're excited about this role and believe you have the skills and experience we're looking for, we'd love to hear from you! Please submit an application by clicking ‘apply’ below and our team will be in touch.
As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.

Apply Now

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head of private client jobs in crudwell, wil

Private Client Consultant