Senior planner Work, Jobs in Kemble, Gls (with Salaries)

Senior Wealth Planner
St. James's Place —Cirencester
- Mentoring
- Leadership
- Communication skills
- Annual leave
1d
Principal Planning Officer
PublicaGroupCDC —Cirencester
- £52,425 - £52,709 a year
- Hybrid work
- Annual leave
- Employee assistance programme
Senior UAV Pilot / Drone Flight Test Engineer
UAVTEK —Aldsworth
- £35,000 - £65,000 a year
- Full-time
- Military
- Analysis skills
- No degree
Quick apply
2d
Senior Supply Chain Analyst
Lowe Rental Corporation —Cheltenham
- Microsoft Office
- Analysis skills
Quick apply
Planning Team Manager - Strategic Development
Tewkesbury —Tewkesbury
- £52,413 - £56,778 a year
- Full-time
- Free parking
- Annual leave
Planning Team Manager - Strategic Development
Tewkesbury Borough Council —Tewkesbury
- £52,413 - £56,778 a year
- Full-time
- Hybrid work
- Free parking
- Annual leave
Project Scheduler/Planner
L3Harris Technologies —Tewkesbury
- Hybrid work
- Computer literacy
- Microsoft Office
- Project management
- Employee assistance programme
- Gym membership
Senior Technical Paraplanner
Hazlewoods —Cheltenham
- £45,000 - £52,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Annual leave
Quick apply
Head of Group Financial Control
Attivo Group —Cheltenham
- Full-time
- Hybrid work
- Accounting
- Leadership
- Tax experience
- Work from home
Quick apply
6d
Aircraft Customer Delivery Manager
Gama Aviation —Staverton
- Full-time
- Sales
- Computer literacy
- Microsoft Office
- Free parking
1d
Principal Planner
Dalcour Maclaren —Bristol
- Military
- Business development
- Analysis skills
- Free parking
- Annual leave
Quick apply
Project Surveyor
Size Group —Marlborough
- Civil engineering
- Analysis skills
- Contracts
- Annual leave
Financial Accountant
Attivo Group —Cheltenham
- £35,000 - £55,000 a year
- Full-time
- Hybrid work
- Accounting
- Organisational skills
- Financial services
Quick apply
8d
Principal Requirements Engineer
AECOM —Swindon
- Full-time
- Hybrid work
- Engineering
- Leadership
- Communication skills
Senior Rail Traction Power / Substation Engineer
AECOM —Swindon
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Principal Planning Officer
PublicaGroupCDC —Cirencester
Full UK driving licence with access to a vehicle for work purposes. A health cash plan giving you cash back on health, dental and eye care.
£52,425 - £52,709 a year
Principal Planning Officer
Tewkesbury —Tewkesbury
Convenient office location close to the M5 with free parking. Strategic Development Team Manager (new post). Principal Planning Officer (new post).
£47,181 - £51,356 a year

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Senior Wealth Planner

St. James's Place -
Cirencester

Apply Now

Job details

Permanent
1 day ago

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 Senior Wealth 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

senior planner jobs in kemble, gls

Senior Wealth Planner

Principal Planning Officer

Senior UAV Pilot / Drone Flight Test Engineer

Senior Supply Chain Analyst

Planning Team Manager - Strategic Development

Planning Team Manager - Strategic Development

Project Scheduler/Planner

Senior Technical Paraplanner

Head of Group Financial Control

Aircraft Customer Delivery Manager

Principal Planner

Project Surveyor

Financial Accountant

Principal Requirements Engineer

Senior Rail Traction Power / Substation Engineer

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I want to receive the latest job alerts for senior planner in kemble, gls

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