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.
- 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
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.
- 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
- 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
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.
