Raymond James UK is seeking an experienced Senior Paraplanner to join our Financial Planning team in London. You will provide technical expertise to Financial Planning Advisors, producing suitability reports and supporting the end-to-end advice process.
You will conduct research across pensions, investments, protection and estate planning, mentor junior colleagues, and ensure FCA compliance. This is a collaborative role focused on delivering high-quality client outcomes.
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Senior Paraplanner: Elevate Client Outcomes in Planning 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.
