Job Description

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 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.