Financial advisory occupations Work, Jobs in Calne, Wil (with Salaries)

Financial Planner
St. James's Place —Cirencester
- Mentoring
- Leadership
- Communication skills
- Annual leave
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Bath
- Full-time
- Business development
- Communication skills
- Banking
Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
8d
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Private Client Consultant
St. James's Place —Cirencester
- Business development
- Leadership
- Communication skills
- Annual leave
Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
Paraplanner
RGH‑Global Limited —Trowbridge
- £40,000 - £50,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- Customer service
- IT
- Health & wellbeing programme
8d
Private Client - M&A Advisor
St. James's Place —Cirencester
- Sales
- IT
- Communication skills
- Annual leave
Private Banking - Private Banking Executive
Arbuthnot Latham —Bristol
- Microsoft Office
- Organisational skills
- Front desk
10d
Associate Director Financial Planning
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Communication skills
12d
Paraplanner
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Senior Pensions Associate, DB or DC
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Financial Planner
Quilter —Bristol
- Full-time
- Business development
- Communication skills
Senior Pensions Associate
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Private Client Adviser
Swiss Life Global Solutions —Bath
- Annual leave
- Employee assistance programme
10d
Senior Pensions Administrator
XPS Pensions Group —Bristol
- Full-time
- Customer service
- Computer literacy
- Microsoft Office
- Employee discount
- Referral programme
Private Banker (Bristol)
Arbuthnot Latham —Bristol
- Microsoft Office
- Business development
- Financial services
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office

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Financial Planner

St. James's Place -
Cirencester

Apply Now

Job details

Permanent

Benefits

Annual leave
Company pension
Private medical insurance

Qualifications

Pension
Business processes
Mentoring
Relationship management
Leadership
Communication skills
Certificate in Insurance

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 Financial 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 into account clients’ broad sets of 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. This requires 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
Providing content and support for the delivery of the Private Client communications Lead and actively participate in delivering advice to eligible Private Clients through in-person meetings and formal presentations. This requires excellent communication and presentation skills to clearly articulate complex information and build 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 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:

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

Refine Your Search

financial advisory occupations jobs in calne, wil

Financial Planner

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

Wealth Management Administrator

Paraplanner (Marlborough)

Private Client Consultant

Wealth Paraplanner

Paraplanner

Private Client - M&A Advisor

Private Banking - Private Banking Executive

Associate Director Financial Planning

Paraplanner

Senior Pensions Associate, DB or DC

Financial Planner

Senior Pensions Associate

Private Client Adviser

Senior Pensions Administrator

Private Banker (Bristol)

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

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