IFA Exeter
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"Working together to deliver an exceptional service"
Exeter | 01404 598 168 Colyton | 01404 598 168 Exmouth | 01395 207 350
Sipps Pensions Exeter
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  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.


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Independent Financial Advisor Exeter Independent Financial Advisor Exeter Independent Financial Advisor Exeter
Contact our offices for investment advice and planning
Colyton Offices
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Tel: 01404 598 168 
Exmouth Offices
32 Rolle Street, Exmouth,
Devon EX8 2SH
Tel: 01395 207 350
Exeter Offices
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Tel: 01404 598 168
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Financial Advisor Exeter
Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority (Updated 13/09/2018). 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