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St. James’s Place
The role provides expert technical support to partners and support staff on tax, trusts, and protection matters, handling complex queries via phone, email and other channels. It involves delivering clear, compliant advice, contributing to technical content, training colleagues, and participating in projects to improve systems and service delivery. The position is hybrid, based in Cirencester or Bristol, and is aimed at mid‑level professionals with a Level 4 Diploma in Financial Planning.
Wealth management, financial planning and investment advice tailored to you. Helping individuals and families grow and protect their wealth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for St. James’s Place.
St. James’s Place didn’t post a salary, so this is our estimate from similar listings.
28% below the average for this role