Wealth Planner

Owning, developing and delivering advice and recommendations in relation to Private Client cases, with the skills to work alongside Partners

Being creative and holistic in identifying & developing Private Client advice solutions, taking into account clients’ broad sets of circumstances and needs

Supporting Partners in delivering advice to eligible Private Clients. This requires excellent communication skills to clearly articulate complex information and build strong Partner relationships

Maintaining professional qualifications and technical knowledge, keeping up to date with regulatory and legislative change

Working closely with the Private Client Service Team to implement planning

We're looking for a technically capable and relationship-focused Wealth Planner who thrives on solving complex financial planning challenges for high-net-worth clients. You'll combine strong analytical skills with the confidence to influence, collaborate and deliver high-quality advice in a fast-paced environment.

Whatever stage of life you're in, our benefits are designed to provide the support, flexibility, and peace of mind you need to thrive both at work and beyond.

In addition to our discretionary annual bonus scheme, which reflects both individual and company performance, you'll benefit from a market-leading benefits package tailored to support your wellbeing, financial security, and family life.

Our benefits include:

28 days' annual leave plus bank holidays, with the option to purchase up to 5 additional days .

Private Medical Insurance – company-funded cover for you and your immediate family

Generous Pension Scheme – a non-contributory employer contribution of 10% , increasing with length of service up to 15% , plus the opportunity to increase this through salary sacrifice

Enhanced Parental Leave – up to 26 weeks' full pay to support growing families.

Protection Benefits – company-funded critical illness cover , income protection , and life assurance

EV salary sacrifice scheme through Tusker

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.