financial planner Work, Jobs in exeter, dev (with Salaries)

Financial Planner
Charles Stanley —Exeter
- Full-time
- Mentoring
- Leadership
- Communication skills
Team Leader - Financial Planning Support
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Mentoring
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
14d
Senior Financial Planning Assistant
Charles Stanley —Exeter
- Full-time
- Customer service
- Communication skills
Paraplanner
Old Mill —Exeter
- Full-time
- Hybrid work
- Analysis skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
22h

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Trainee / Associate Financial Planner
Fort Financial Planning Ltd —Sherborne
\* *Develop and apply technical expertise: *Begin advising clients on investment solutions, tax planning strategies and protection needs, always acting in their…
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Senior Financial Planning Assistant
Charles Stanley —Exeter
Handling client queries and taking incoming calls when required. Processing platform work, including new business submissions, cash management and fund switches…

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Financial Planner

Charles Stanley -
Exeter

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Job details

Full-time

Qualifications

Financial planning
Pension
Mentoring
Leadership
Communication skills
Tax experience
Certificate in Insurance

Full 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 stakeholders 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 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.

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Financial Planner

Team Leader - Financial Planning Support

Senior Financial Planning Assistant

Paraplanner

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