Financial Planner

Charles Stanley & Co · Exeter, England, United Kingdom

Location

Exeter

Job Type

Full time

Posted

June 06, 2026

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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