Raymond James UK is seeking an experienced Paraplanner to join our Financial Planning team. You will prepare client reports, perform technical research, and support complex financial planning cases for High Net Worth clients, ensuring high-quality outcomes.
Working closely with Advisers and administrators, you will maintain client data in Intelligent Office, mentor junior colleagues, and help develop paraplanning processes while ensuring FCA compliance and AML requirements.
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Senior Paraplanner for High-Net-Worth Clients 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.
