Former Skandia head of tax and financial planning Colin Jelley has joined St. James’s Place as divisional director of private clients.
Jelley (pictured) will take up the newly created position in May and will lead the development of the firm’s plans to broaden its service offering for high net worth clients.
Jelley worked at Skandia for 17 years in a range of technical and product marketing roles. Most recently he drove the firm’s strategy on client-focused financial planning and the role that products and platforms play in this area.
He left Skandia in November.
Jelley is a member of the UK Technical Committee of the Society of Trust and Estate Practitioners, which co-ordinates debate on technical and legislative issues affecting clients of the trusts and estates profession in the UK.
St. James’s Place business development director David Lamb says: “Our higher net worth clients have increasing requirements for a broader range of services from St. James’s Place and Colin’s appointment responds to that demand.
“He will lead our initiative to develop new services and products for those clients and help us grow the relationship between St. James’s Place partners and our clients in this important section of the market.”
Jelley says: “I believe St. James’s Place is uniquely positioned to build on the strong relationships its partners have with their clients and I am really looking forward to helping develop this part of the business.
“This is an exciting new opportunity for me to use my skills and knowledge to lead the private client development and extend the range of solutions for both existing and prospective clients. St. James’s Place is a very successful business and a highly-respected brand.”