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Senior Financial Planner

Raymond James Investment Services

Greater London

On-site

GBP 65,000 - 85,000

Full time

2 days ago

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Job summary

Raymond James Investment Services seeks a Senior Financial Planner to lead their expanding team in London. The role involves providing high-quality financial planning, mentoring other planners, and contributing to developing the firm's service standards. Candidates must have a strong technical background and leadership abilities, along with a commitment to client-first values in a collaborative culture.

Benefits

Collaborative, values-driven culture

Opportunity to shape a growing service

Qualifications

5 years of experience in financial planning advice.
Experience in pensions, tax, IHT, trusts, and protection planning.

Responsibilities

Deliver expert financial planning to clients.
Lead and mentor a team of planners.
Collaborate with branches for client outcomes.

Skills

Technical knowledge in pensions

Tax planning

Investment management

Excellent communication skills

Relationship-building

Education

Level 6 CII qualification

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1 day ago Be among the first 25 applicants

Join to apply for the Senior Financial Planner role at Raymond James Investment Services

Are you an experienced Financial Planner ready to take the next step in your career? Join Raymond James Investment Services as we expand our Head Office Financial Planning Service. We're looking for a technically strong, client-focused Senior Financial Planner to lead and shape our growing team.

This is a hands-on role where you'll provide high-quality financial planning to clients introduced via Raymond James branches. 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.
Lead and mentor a team of planners, supporting complex cases and driving professional development.
Act as a technical resource and second opinion for planners across Raymond James branches.
Collaborate with branches 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 Investment Services 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, and is included in the S&P 500.

If you are passionate about client service and eager to contribute to a dynamic team, we want to hear from you.

At Raymond James we honour, value and respect the uniqueness, experiences, and backgrounds of all our people. When individuals bring their best self to work, our organisation, clients, and communities all thrive. This is a key part of our people-first culture. We are an equal opportunities employer, and we make all employment decisions purely on the basis of merit and business needs.

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Customer Service, Business Development, and Management
Industries
Financial Services and Investment Management

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