Private client Work, Jobs in Gloucestershire (with Salaries)

Private Client Consultant
St. James's Place —Cirencester
- Business development
- Leadership
- Communication skills
- Annual leave
1d
Private Client Fee Earner
Paytons Solicitors LLP —Malvern
- From £45,000 a year
- Full-time
- Hybrid work
- Communication skills
- Free parking
Quick apply
Project Delivery Lead - NatSec
CloudSecure Ltd —Cheltenham
- £50,000 - £76,000 a year
- Full-time
- Project management
- Organisational skills
- Software development
- Annual leave
Quick apply
12d
Desk Investigator - Counter Fraud
AmTrust International —Bishops Cleeve
- £38,000 - £43,781 a year
- Full-time
- Travel
- Communication skills
- Employee assistance programme
- Gym membership
Private Client Consultancy Manager
St. James's Place —Cirencester
- Sales
- IT
- Leadership
- Annual leave
2d
Private Client Corporate Consultancy Lead
St. James's Place —Cirencester
- Sales
- IT
- Communication skills
- Annual leave
2d
Operations Admin
Cotswold Energy Group —Stonehouse
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
Quick apply
Business Development Manager (BDM)
ASGuk (systems) limited —Gloucester
- £30,000 - £60,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Store discount
- Profit sharing
Quick apply
1d
Property Manager
Pinnacle Group —Gloucester
- £33,000 a year
- Travel
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Compliance Analyst (Client Outcomes)
Attivo Group —Cheltenham
- £32,500 a year
- Full-time
- Hybrid work
- Customer service
- Maths
- Continuous improvement
Quick apply
2d
Client Manager & Course Director
H5 Adventure —Wroughton
- £27,000.00 - £113,432.13 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- English
- Microsoft Office
- Work from home
Quick apply
Private Client Solicitor
Tayntons —Gloucester
- IT
Business Analyst
PoloWorks —Cheltenham
- Hybrid work
- DevOps
- Analysis skills
- Agile
- Annual leave
- Employee assistance programme
Quick apply
8d
Project Support Officer
Providence Global ITF —Hereford
- £33,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Health & wellbeing programme
Quick apply
3d
Aircraft Customer Delivery Manager
Gama Aviation —Staverton
- Full-time
- Sales
- Computer literacy
- Microsoft Office
- Free parking
1d
Product Manager
Ripjar —Cheltenham
- Remote
- Product management
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
1d
Lead Generation Agent
Partners& —Cheltenham
- £25,500 - £28,000 a year
- Full-time
- Hybrid work
- CRM software
- Management
- Sales
- Employee discount
- Gym membership
Quick apply
22h
Data Science and AI Trainer (Government)
QA Limited —Cheltenham
- Azure
- Doctoral degree
- Computer Science
- Annual leave
- Employee assistance programme
Call Listening Administrator
Usay Compare —Cirencester
- £26,228 a year
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
Quick apply
Business Consultant
DAINTTA —Cheltenham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Business development
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply

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Private Client Consultant

St. James's Place -
Cirencester

Apply Now

Job details

Permanent
1 day ago

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

Refine Your Search

private client jobs in gloucestershire

Private Client Consultant

Private Client Fee Earner

Project Delivery Lead - NatSec

Desk Investigator - Counter Fraud

Private Client Consultancy Manager

Private Client Corporate Consultancy Lead

Operations Admin

Business Development Manager (BDM)

Property Manager

Compliance Analyst (Client Outcomes)

Client Manager & Course Director

Private Client Solicitor

Business Analyst

Project Support Officer

Aircraft Customer Delivery Manager

Product Manager

Lead Generation Agent

Data Science and AI Trainer (Government)

Call Listening Administrator

Business Consultant

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