Financial Planner
Charles StanleyExeter, England, United Kingdom
Posted February 16, 2026
Full Time
About the Company
Charles Stanley, part of Raymond James Wealth Management, is a leading UK wealth management firm offering bespoke investment portfolios and tailored financial advice. With a focus on client-centric service since 1792, Charles Stanley provides comprehensive solutions including discretionary portfolio management, execution-only share dealing, ISAs, SIPPs, corporate wealth management, financial planning, and specialist fiduciary services. The company's extensive network of over 20 offices across the UK ensures high-standard service to individuals, charities, institutions, and professional advisers.
Job Description
Join Raymond James Investment Services as a Financial Planner and take the next step in your career. We're looking for a technically strong, client-focused Financial Planner to lead and shape our growing team.
Requirements
- 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.
Benefits
- 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.
