Financial Planner
On-site · Exeter, England, United Kingdom
Exeter, England, United KingdomOn-siteFull TimeMid LevelLicense Or CertificationFinance ServicesUnknown
Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Unknown
Industry
Finance Services
Job Summary
Join Raymond James as a Financial Planner to deliver expert financial planning and wealth management advice to private clients. This role involves building a client bank through external sources and referrals, mentoring other team members, and acting as a technical resource for complex cases. Candidates should have a Level 6 CII qualification, with at least 5 years of relevant experience, strong technical knowledge, and proven leadership skills.
Required Qualifications
- Level 6 CII (or equivalent) qualification
- 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
Desired Qualifications
- Chartered status, or working towards
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