Jakub Cynarski
Summary
Partner of a St. James’s Place Partner Practice and Level 4 qualified Financial Adviser, responsible for building and developing a client-focused wealth planning business while delivering holistic financial advice to individuals and families.
Combining entrepreneurial ownership with technical financial planning expertise, I advise clients across investments, pensions, retirement planning, protection and wider wealth planning needs such as later life and care planning advice. I have developed my own client relationships, built professional referral networks and created a relationship-led approach centred around understanding client objectives and delivering long-term financial outcomes.
Before entering financial services, I developed strong commercial and relationship management experience within technology recruitment, working with senior stakeholders and building trusted partnerships in a competitive environment. This background has strengthened my ability to identify opportunities, communicate complex ideas clearly and develop lasting professional relationships.
I am passionate about delivering high-quality financial planning and developing within a leading wealth management environment, bringing a combination of entrepreneurial mindset, client focus and commitment to professional excellence.
Overview
1
1
Certification
4
4
years of professional experience
Work history
Wealth Manager
Jakub Cynarski Wealth Management, Partner Practice
Southampton
2025.04 - Current
- Partner within a St. James’s Place Partner Practice, responsible for developing a sustainable wealth planning business and delivering high-quality advice to private clients.
- Build and manage long-term client relationships through a personalised financial planning approach.
- Conduct client discovery, financial analysis and suitability processes to develop recommendations aligned with individual objectives.
- Advise across investments, pensions, retirement planning, protection and wider financial planning considerations.
- Develop professional relationships with solicitors, care professionals and other trusted advisers to support client outcomes.
- Generate new opportunities through networking, referrals and relationship development.
- Deliver educational presentations and build community engagement initiatives to improve financial awareness.
- Maintain strong standards of compliance, governance and client service.
Financial Adviser Training Academy
St. James's Place Wealth Management
Southampton
2024.06 - 2025.04
- Completed professional adviser training and achieved regulated Financial Adviser status.
- Developed technical knowledge across investments, pensions, taxation, retirement planning and protection.
- Applied financial planning principles through practical client engagement and case preparation.
Technology Executive Search Consultant
Oakstone International
Poole
2022.07 - 2023.09
- Managed relationships with technology businesses and senior professionals within a competitive recruitment environment.
- Developed new business opportunities through consultative conversations and relationship building.
- Built trusted relationships with clients by understanding commercial objectives and delivering tailored solutions.
- Negotiated with senior stakeholders and managed complex recruitment processes.
- Developed strong communication, influencing and business development skills transferable to wealth management.
Education
BA Hons 1st Class - International Relations
University of Exeter
/2019 - /2022
Certification
- Diploma in Regulated Financial Planning (DipPFS) Level 4
- Later Life Advice Qualification
- Society of Later Life Advisers (SOLLA) Associate
- Working towards SOLLA Accreditation
Accomplishments
• Holistic Financial Planning
• Wealth Planning & Client Relationship Management
• Retirement & Pension Planning
• Investment Planning
• Protection Planning
• Client Discovery & Financial Analysis
• Suitability & Regulatory Compliance
• Professional Referral Relationships
• Business Development
• Stakeholder Management
• Financial Education & Presentations
• English & Polish Language Skills
Timeline
Wealth Manager
Jakub Cynarski Wealth Management, Partner Practice
2025.04 - Current
Financial Adviser Training Academy
St. James's Place Wealth Management
2024.06 - 2025.04
Technology Executive Search Consultant
Oakstone International
2022.07 - 2023.09
BA Hons 1st Class - International Relations
University of Exeter
/2019 - /2022