At a Glance
- Tasks: Provide high-quality financial planning and build strong client relationships.
- Company: Raymond James UK, a client-first financial services firm.
- Benefits: Competitive salary, mentoring opportunities, and a collaborative work culture.
- Other info: Join a supportive team focused on excellence and client satisfaction.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 51750 - 63250 £ per year.
Raymond James UK is seeking an experienced Financial Planner to provide high-quality financial planning to private clients without requiring an existing client bank.
The role focuses on delivering holistic advice, building client relationships, and mentoring colleagues within a collaborative, client-first culture.
You will contribute to planning standards and work with internal Investment Managers and external sources to grow the service.
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Senior Financial Planner & Technical Lead employer: Raymond James UK
At Raymond James, we pride ourselves on fostering a culture that prioritises people and their financial wellbeing. As a Practice Management Business Partner, you will benefit from ongoing professional development and the opportunity to work closely with talented advisers, making a tangible impact on their success and client outcomes. Our commitment to values such as Client First and Integrity ensures a supportive environment where your coaching and strategic insights can thrive.
