Raymond James UK is seeking an experienced Paraplanner to join our Financial Planning team. You will prepare client reports, perform technical research, and support complex financial planning cases for High Net Worth clients, ensuring high-quality outcomes.
Working closely with Advisers and administrators, you will maintain client data in Intelligent Office, mentor junior colleagues, and help develop paraplanning processes while ensuring FCA compliance and AML requirements.
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London
We're looking for an experienced and technically skilled Paraplanner to join our Financial Planning team.
London
In this Paraplanner role, you support High Net Worth clients by delivering high-quality technical reports and research to Financial Planning Advisers.
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