IFA Exeter
Financial Blog   Investor Access
 
Home » IFA Devon  
 
Invest Pensions
 
Look after your clients and they will look after you.

The Invest Together Investment Committee is aiming to expand their present Wealth Manager team from 3 to 8 over the next few years.

Our recruitment policy is focused not on the need for our business or that of the Wealth Manager, but on the outcomes for our existing and future clients. Only if the Invest Together Investment Committee finds a candidate that is able to meet our client experience expectations, will we expand our service.

Prospective Raymond James Wealth Managers contracted through the Invest Together Investment Committee need to be able to demonstrate an exceptional commitment to maintaining long term client relationships; as we believe clients like to deal with the same person for their financial needs throughout their life-time. Our clients’ financial affairs become more complex over time as they gather wealth and reach the later stages of life’s journey; therefore candidates must have a personal desire for continued education to become a Chartered Wealth Manager to ensure they can deal with their clients changing needs.

Candidates should already hold a level 4 qualification ideally from the CII or CISI, be self-motivated and capable of working independently. The Invest Together Investment Committee will consider candidates within a 75 miles radius of Cheltenham and Exeter.

Interested candidates should contact the Invest Together Investment Committee initially by emailing a CV and a covering letter to RJISInvestTogether@RaymondJames.com

We will not accommodate speculative enquiries from recruitment agencies.

All personal details given to us are treated with the strictest confidence.

 

 
Invest Together
 
 
For your future
For income
In Retirement
For long term care
For estate planning
Investment proposition
Home
About us
News
Videos
Contact us
Financial Advisor Exeter
Independent Financial Advisor Exeter Independent Financial Advisor Exeter
Contact our offices for investment advice and planning
 
 
Exeter Offices | Tel: 01404 598 373
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Cheltenham Offices | Tel: 01242 807 455
6 Bath Mews, Bath Parade, Cheltenham, GL53 7HL
Colyton Offices | Tel: 01297578460 
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Exmouth Offices | Tel: 01395 542 551 
32 Rolle Street, Exmouth, Devon EX8 2SH
 
 
 

Raymond James Investment Services Limited is a member of the London Stock Exchange and
is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered office: Broadwalk House 5 Appold Street London EC2A2AG. | RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc. | Legal Disclosures
 
Devon Web Design | Web marketing & Design