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For Companies At a Glance
- Tasks: Deliver expert financial planning and build client relationships.
- Company: 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: Join a values-driven team focused on integrity and long-term success.
- 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 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.
Financial Planner employer: Raymond James UK
Contact Detail:
Raymond James UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Network Like a Pro
Get out there and start building relationships! Attend industry events, connect with solicitors and accountants, and don’t forget to leverage your personal contacts. The more people you know, the easier it’ll be to develop that all-important client bank.
✨Show Off Your Expertise
When you’re chatting with potential clients or colleagues, make sure to highlight your technical knowledge in areas like pensions and tax. Share insights and offer advice – this will position you as a go-to resource and help build trust.
✨Mentor and Collaborate
Don’t shy away from mentoring others in your field. By sharing your experience and supporting complex cases, you not only help your team but also showcase your leadership skills. Collaboration is key to achieving outstanding client outcomes!
✨Apply Through Our Website
Ready to take the plunge? Make sure to apply through our website for the best chance of landing that Financial Planner role. We’re looking for passionate individuals who align with our values, so let’s see what you’ve got!
We think you need these skills to ace Financial Planner
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, especially in areas like pensions and tax, to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning and how you can contribute to our client-first culture. Share specific examples of your past successes to make your application stand out.
Showcase Your Leadership Skills: Since we value mentoring and collaboration, don’t forget to mention any leadership or mentoring experiences you have. We want to see how you can help develop our growing team while delivering exceptional client outcomes.
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 this exciting opportunity with 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 experience, be ready to share specific examples. Talk about how you've supported team members in complex cases and contributed to their professional development.
✨Align with Their Values
Familiarise yourself with Raymond James' core values. During the interview, highlight how your own values align with theirs, particularly around putting clients first and acting with integrity.