Senior Financial Planning Assistant

Are you an experienced Financial Planning Assistant looking to take the next step in your career? Do you thrive in a fast‑paced, client‑focused environment where accuracy, organisation and teamwork truly matter? If so, this could be the perfect opportunity for you.

We’re looking for a proactive and detail‑driven Financial Planning Assistant to support one or two of our Financial Planners and play a key role in mentoring and developing trainee and apprentice FP Assistants. This is a fantastic chance to join a collaborative team where your expertise will directly contribute to exceptional client service and the smooth running of our advice process.

You’ll be at the heart of our client journey, ensuring every stage runs efficiently and professionally.

• Preparing pre‑meeting packs for new clients
• Recording and maintaining client information in Intelligent Office (IO)
• Adding, updating and monitoring tasks within IO
• Processing platform work, including new business submissions, cash management and fund switches
• Assisting with four‑eye checks to maintain accuracy and compliance
• Using provider websites to gather product information and valuations
• Submitting and tracking new business
• Supporting Financial Planners with Annual Reviews
• Liaising with life offices, IMS and other third‑party providers
• Handling client queries and taking incoming calls when required
• Keeping Financial Planners updated on pipeline and in‑progress cases
• Working closely with Paraplanners and the review team to ensure timely production of reports
• Adding client remuneration expectations to IO and generating invoices where appropriate
• Submitting Letters of Authority and gathering required information
• Completing AML checks, including  and ID3 Global processing
• Producing client valuations using IO and Figaro
• Supporting with trusts and death claims
• Acting as a subject matter expert in one or more specialist areas (e.g., trusts, DB pension transfers)

We’re looking for someone who combines technical capability with a strong client‑service mindset.

• Minimum of 4 years’ experience in Financial Planning support

• Strong written and verbal communication
• Exceptional attention to detail
• Highly organised and able to prioritise effectively
• Confident mentoring and supporting junior team members

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.

Raymond James is an equal opportunities employer. We treat all of our applicants the same and we have a diversity and inclusion strategy aimed at ensuring we hire the best person for the job regardless of age, gender, ethnicity, sexual orientation, disability or beliefs.