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For Companies At a Glance
- Tasks: Deliver expert financial planning and build client relationships.
- Company: Join a respected wealth management firm with a client-first culture.
- Benefits: Collaborative environment, professional development, and a focus on integrity.
- Other info: Opportunity for leadership and mentoring in a dynamic team.
- Why this job: Shape a growing service and make a real impact in clients' lives.
- Qualifications: Level 6 CII qualification and 5 years of holistic financial planning experience.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Financial Planner ready to take the next step in your career? We are looking for technically strong, client-focused Financial Planners to help develop our growing team. This is a hands-on role where you will 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 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 Exeter 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 Exeter
✨Network Like a Pro
Get out there and start building connections! Attend industry events, join financial planning groups, and don’t be shy about reaching out to potential mentors. The more people you know, the better your chances of landing that dream role.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your technical knowledge in areas like pensions and tax. Share real-life examples of how you've helped clients achieve their financial goals – it’ll show you’re the expert they need!
✨Be a Team Player
Collaboration is key in this field, so demonstrate your ability to work well with others. Talk about your experience mentoring colleagues or working alongside investment managers. This shows you’re not just about individual success but also about lifting the whole team up.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of our values-driven culture at Raymond James.
We think you need these skills to ace Financial Planner in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially your Level 6 CII or equivalent, and any leadership roles you've held. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your experience aligns with our values at Raymond James. Remember, we love a client-first approach!
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge in areas like pensions and tax, make sure to include specific examples of how you've applied this knowledge in your previous roles. We’re looking for someone who can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. 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 the expert they need.
✨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.
✨Showcase Your Leadership
If you've got mentoring or leadership experience, be ready to share specific examples. Highlight how you've supported others in complex cases and contributed to their professional development.
✨Align with Their Values
Familiarise yourself with Raymond James' core values, such as integrity and client-first thinking. Be prepared to discuss how your personal values align with theirs and how you can contribute to their collaborative culture.