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.
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 advisersBeing creative and holistic in identifying & developing Private Client advice solutions, taking into account clients’ broad sets of circumstances and needsContributing to shaping the advice proposition and developing new ideas for the presentation and delivery of client reportsLeading 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 relationshipsIdentifying scalable solutions to manual processes, to improve SLAs and KPIs, whilst supporting divisional projects and the roll-out of new initiativesMaintaining professional qualifications and technical knowledge, keeping up to date with regulatory and legislative changeProviding 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 relationshipsLeading 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 skillsAdvanced technical expertise across taxation, investments, pensions, and estate planningProven ability to deliver holistic financial advice to high-net-worth clientsStrong client-facing communication and presentation skillsAbility to analyse complex financial information and translate it into clear, actionable adviceRelationship management skills with clients, Partners, and external professional advisersHigh level of commercial awareness and sound decision-makingDesirable skillsChartered 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 solutionsLeadership or mentoring experience supporting junior colleagues’ developmentKnowledge of scalable process improvement or operational efficiencies within advice delivery
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:
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 careers@sjp.co.uk
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.
St. John is a full-service agency headquartered in Jacksonville since 1984. St. John has been home to a quality of work and a quality of life that has helped attract great people and build one of the region’s largest independent agencies. We inspire growth for brands by purposefully applying insights, technology and creativity to create opportunities to be more relevant, more visible and more competitive.
We lead with character, courage, kindness. Three ideals that have defined our company and our pursuit of growth on behalf of our clients from the beginning. We believe that success and great ideas come from hard work, honesty and the courage to try new things. We also believe that to inspire people to take action – be they customers, employees or our community, requires empathy and responsibility to all. It’s a credo that has served us well for 40 years and counting.
