Financial Planner

Overview

Are you an experienced Financial Planner ready to take the next step in your career? We're looking for technically strong, client-focused Financial Planners to help develop our growing team.

This is a hands-on role where you'll provide high-quality financial planning to clients of Raymond James.

In this role there is no requirement for a pre-existing client bank
.

• Deliver expert financial planning and wealth management advice to private clients.
• Build and develop a client bank using external sources (solicitors, accountants etc.) and by developing new relationships both internally with Investment Managers, as well as through external referrals and personal contacts.
• Mentor other team members, supporting complex cases and driving professional development.
• Act as a technical resource and second opinion for planners across Raymond James.
• Collaborate with stakeholders to ensure outstanding client outcomes.
• Contribute to the development of advice standards and planning propositions.

• Level 6 CII (or equivalent) qualification. Chartered status, or working towards, preferred.
• At least 5 years of experience delivering holistic financial planning advice.
• Strong technical knowledge in pensions, tax, IHT, trusts, and protection planning.
• Proven leadership or mentoring experience.
• Excellent communication and relationship-building skills.

• A collaborative, values-driven culture where integrity and client-first thinking are paramount.
• The opportunity to shape a growing service within a respected and stable firm.

• Put clients first – always.
• Act with integrity – doing what’s right, not what’s easy.
• Think long term – building a stable, responsible future.
• Value independence – celebrating individuality and encouraging innovation.

Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has been doing the same in the US for over six decades. Raymond James is listed on the NYSE, is a Fortune 500 company, and is included in the S&P 500.

Raymond James is an equal opportunities employer. We treat all of our applicants the same and we have a diversity and inclusion strategy aimed at ensuring we hire the best person for the job regardless of age, gender, ethnicity, sexual orientation, disability or beliefs.