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- Tasks: Support Financial Planners and mentor junior team members in a dynamic environment.
- Company: Join Raymond James, a leading wealth management firm with a strong client focus.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Be part of a diverse team committed to excellence and client success.
- Why this job: Make a real impact on clients' financial journeys while developing your skills.
- Qualifications: 4+ years in Financial Planning support with strong communication and mentoring skills.
The predicted salary is between 35000 - 45000 £ per year.
Are you an experienced Financial Planning Assistant looking to take the next step in your career? Do you thrive in a fast‑paced, client‑focused environment where accuracy, organisation and teamwork truly matter? If so, this could be the perfect opportunity for you. We’re looking for a proactive and detail‑driven Financial Planning Assistant to support one or two of our Financial Planners and play a key role in mentoring and developing trainee and apprentice FP Assistants. This is a fantastic chance to join a collaborative team where your expertise will directly contribute to exceptional client service and the smooth running of our advice process.
What you’ll be doing:
- Preparing pre‑meeting packs for new clients
- Recording and maintaining client information in Intelligent Office (IO)
- Adding, updating and monitoring tasks within IO
- Processing platform work, including new business submissions, cash management and fund switches
- Assisting with four‑eye checks to maintain accuracy and compliance
- Using provider websites to gather product information and valuations
- Submitting and tracking new business
- Supporting Financial Planners with Annual Reviews
- Liaising with life offices, IMS and other third‑party providers
- Handling client queries and taking incoming calls when required
- Keeping Financial Planners updated on pipeline and in‑progress cases
- Working closely with Paraplanners and the review team to ensure timely production of reports
- Adding client remuneration expectations to IO and generating invoices where appropriate
- Submitting Letters of Authority and gathering required information
- Completing AML checks, including ID verification and ID3 Global processing
- Producing client valuations using IO and Figaro
- Supporting with trusts and death claims
- Acting as a subject matter expert in one or more specialist areas (e.g., trusts, DB pension transfers)
What you’ll bring:
We’re looking for someone who combines technical capability with a strong client‑service mindset.
Qualifications & Experience:
- Minimum of 4 years’ experience in Financial Planning support
Skills & Attributes:
- Strong written and verbal communication
- Exceptional attention to detail
- Highly organised and able to prioritise effectively
- Confident mentoring and supporting junior team members
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.
Senior Financial Planning Assistant in Exeter employer: Raymond James UK
Contact Detail:
Raymond James UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Assistant in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client service skills. Think about real-life examples where you've excelled in these areas, as they’ll help you stand out during those crucial conversations.
✨Tip Number 3
Don’t forget to showcase your mentoring abilities! Highlight any experience you have in supporting junior team members, as this is a key aspect of the role. We want to see how you can contribute to the growth of others in the team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our collaborative team at Raymond James.
We think you need these skills to ace Senior Financial Planning Assistant in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Planning Assistant role. Highlight your relevant experience and skills that match the job description, especially your client service mindset and attention to detail.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of how you've supported financial planners in the past and how you can contribute to our collaborative environment.
Showcase Your Communication Skills: Since strong written communication is key for this role, make sure your application is clear and concise. Avoid jargon and keep it professional yet friendly – we want to see your personality shine through!
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 don’t miss out on any important updates during the process.
How to prepare for a job interview at Raymond James UK
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Familiarise yourself with the tools and software mentioned in the job description, like Intelligent Office (IO). Being able to discuss how you've used these tools in past roles will show you're ready to hit the ground running.
✨Showcase Your Team Spirit
Since teamwork is key in this role, be prepared to share examples of how you've collaborated with others in previous positions. Highlight any mentoring experiences you have, as this will demonstrate your ability to support and develop junior team members.
✨Be Detail-Oriented
Attention to detail is crucial in financial planning. During the interview, mention specific instances where your meticulous nature has helped avoid errors or improved processes. This will reassure them that you can maintain accuracy and compliance in your work.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you gauge if the environment aligns with your career goals. Plus, it’s a great way to engage with your interviewers!