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- Tasks: Deliver expert financial planning and build client relationships.
- Company: Join Raymond James, a respected wealth management firm with a client-first culture.
- Benefits: Collaborative environment, professional development, and the chance to shape a growing service.
- Other info: Diversity and inclusion are at our core; we value every individual.
- Why this job: Make a real impact by providing tailored advice and mentoring others.
- Qualifications: Level 6 CII qualification and 5 years of holistic financial planning experience.
The predicted salary is between 60000 - 80000 £ per year.
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.
What You’ll Do:
- 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.
What You Bring:
- 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.
What We Offer:
- 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.
At Raymond James, we:
- 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.
About Us:
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 a wealth management firm 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.
Financial Planner in Edinburgh employer: Raymond James UK
Contact Detail:
Raymond James UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Edinburgh
✨Network Like a Pro
Get out there and start building connections! Attend industry events, join relevant groups on social media, and don’t be shy about reaching out to people in your field. Remember, it’s all about who you know, and those relationships can lead to amazing opportunities.
✨Show Off Your Expertise
When you’re chatting with potential employers or networking contacts, make sure to highlight your technical knowledge and experience. Share specific examples of how you’ve helped clients achieve their financial goals. This will show them you’re the real deal!
✨Be a Mentor
If you have the chance, offer to mentor someone in the industry. Not only does this showcase your leadership skills, but it also helps you build a reputation as a knowledgeable and supportive professional. Plus, it’s a great way to expand your network!
✨Apply Through Our Website
Don’t forget to check out our careers page at Raymond James! Applying directly through our website not only shows your interest but also gives you a better chance of being noticed. We’re excited to see what you bring to the table!
We think you need these skills to ace Financial Planner in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning expertise and any relevant qualifications, like your Level 6 CII or chartered status. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Financial Planner role at Raymond James. Share specific examples of your experience in delivering holistic financial advice and building client relationships.
Showcase Your Leadership Skills: Since mentoring is part of the role, don’t forget to mention any leadership or mentoring experience you have. We love seeing how you've supported others in their professional development and how you can contribute to our collaborative culture.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Raymond James!
How to prepare for a job interview at Raymond James UK
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially in areas like pensions, tax, and trusts. Being able to discuss these topics confidently will show that you're not just experienced but also genuinely knowledgeable.
✨Build Rapport
Since this role involves a lot of client interaction, practice your relationship-building skills. Think about how you can connect with the interviewers and demonstrate your excellent communication abilities. A friendly chat can go a long way!
✨Showcase Your Leadership
If you've got mentoring or leadership experience, be ready to share specific examples. Talk about how you've supported team members or handled complex cases. This will highlight your ability to contribute to the team's growth at Raymond James.
✨Align with Their Values
Familiarise yourself with Raymond James' core values, like integrity and client-first thinking. During the interview, weave these values into your answers to show that you're not just a fit for the role, but also for the company culture.