Associate Director/Financial Planner

St. James’s Place plc; City of London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading wealth management firm in the City of London seeks a Regional Director to accelerate your career progression and manage a high-quality client bank. This full-time role emphasizes client relationship management and financial planning, with clear pathways to executive roles and uncapped earnings based on performance.

Benefits

Performance-based client allocation

Marketing support and mentorship

Uncapped earnings and a collegiate culture

Qualifications

• Committed to building lasting client relationships.
• Ability to deliver exceptional ongoing service and outcomes.
• Motivated to accelerate career trajectory in a successful environment.

Responsibilities

• Drive your career progression by making a real impact for clients.
• Deliver holistic financial planning advice.
• Build and manage a client bank of high-net-worth professionals.

Skills

Client relationship management

Financial planning

Mentorship skills

Job description

Regional Director at St. James's Place Wealth Management

“Is Your Career Plateauing? Is Your Trajectory Too Slow? When Would ‘Now’ Be a Good Time to Take Control?”

Do you want to drive your career progression or remain limited by the constraints of your current firm? If you are ready to accelerate your professional development while making a real impact for clients, this could be the right opportunity.

Join the #1 ranked SJP Partner Practice over the last 22 years, based in prestige City of London offices — a proven business that consistently develops top-performing advisers who deliver outstanding ongoing service and outcomes for clients.

Step in as Associate Director, with a clear, results-based pathway to Director, Executive Director, and potential equity participation, including significant basic salary increases.

Key benefits include:

• Performance-based allocation of additional clients and funds under management
• A high-quality client bank of six-figure and multi–six-figure City professionals
• Delivering holistic financial planning advice built around lifetime cashflow planning software, designed to help clients achieve their long-term goals
• Full marketing support, no prospecting, and mentorship from a Senior Managing Partner
• A collegiate, client-focused culture with uncapped earnings, no salary validation, or discretionary bonuses
• Financial rewards directly correlated with delivering excellent outcomes for clients

This role is for advisers who are committed to building lasting client relationships, delivering exceptional ongoing service and outcomes, and accelerating their career trajectory in a business that demonstrates consistent success in developing top performers.

Seniority level

Director

Employment type

Full-time

Job function

Finance