Hybrid Senior Financial Planner chez Charles Stanley & Co. Ltd. BU

Key Areas of Responsibility:

• Demonstrate the requisite skills expected of an experienced Financial Planner, ensuring advice is delivered within the firm’s advice and risk framework.
• Develop new client relationships via external sources (professional intermediaries, referrals, networks, etc.) and internally with investment managers, etc, working in partnership to ensure the delivery of good client outcomes. 
• Maintain and develop appropriate professional qualifications. If not already held, you will be expected to achieve Chartered Financial Planner status.
• Share knowledge and experience with colleagues in a collaborative manner.
• Mentor and train other team members to assist them in their professional development.
• Contribute towards the development of financial planning across the Firm. 
• Maintain and promote the ethos, culture and values of the Raymond James Group at all times.
• Comply with the Rules of the Financial Conduct Authority (FCA), as well as the Group's related Policies and Procedures and Staff Handbook.
• Maintain SPS by complying with Group procedures and FCA Requirements.

About You:

• Degree, or equivalent (preferred).
• Minimum CII, or equivalent, Level 6 qualified. You will be expected to achieve Chartered Financial Planner status.
• A minimum of five years’ experience of delivering financial planning across all key areas of advice. 
• A proven track record in building and managing a book of private clients and providing them with appropriate wealth management solutions.
• Experience of mentoring and developing others.
• Excellent client relationship management skills, with the ability to work with multiple stakeholders to ensure the right client outcome is delivered.  
• Strong networking and communication skills.
• Ability to perform independently while under pressure and to adjust plans to meet competing priorities and changing needs.