Senior Financial Planner & Wealth Strategy Lead
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-06-24
Listing for:
Raymond James UK
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Raymond James UK is seeking an experienced Financial Planner to join their growing team in Edinburgh. This hands-on role requires delivering expert financial planning and wealth management advice to private clients without a pre-existing client bank. The ideal candidate will have strong technical knowledge in pensions, tax, and trusts.
Collaborating with colleagues and mentoring team members are key aspects of this position. The company offers a collaborative culture and is committed to putting clients first.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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