Job Description

About the job:

Are you an experienced Financial Planner ready to take the next step in your career? We're looking for technically strong, client-focused Financial Planners to help develop our growing team.


This is a hands-on role where you'll 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 st...

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