paraplanner

Rathbones Group; Cheltenham; Hybrid; GBP 38,000 - 52,000; Full time

Job summary

Rathbones Group is seeking a Paraplanner to support Financial Planners by delivering tailored, compliant advice and high-quality planning reports. You’ll work with a supportive team on diverse client cases, gaining experience across breadth of financial planning and developing your technical knowledge within a robust risk and governance framework.

You’ll own paraplanning work, prepare suitability reports, cashflow plans and reviews, and collaborate with colleagues to provide clear

Qualifications

• Minimum proven paraplanning experience supporting advisers across client needs.
• Level 4 CII Diploma in Regulated Financial Planning or equivalent.
• Strong understanding of end-to-end financial advice processes and solutions.
• Client-focused approach with excellent written and verbal communication.
• Professional, organised, and detail-oriented with high-quality work.
• Comfortable working independently within agreed parameters and with initiative.
• Good understanding of financial services regulation, risk, governance and compliance.
• Strong report-writing skills to translate financial data into clear recommendations.
• Proficient in Microsoft Office and financial planning tools (Xplan, Voyant).
• Natural collaborator across Financial Planning, Investment Management, and support teams.

Responsibilities

• Prepare high-quality suitability reports, reviews and cashflow plans for clients.
• Own paraplanning work, delivering accurate, compliant advice on timescales.
• Collaborate with Financial Planners, paraplanners and support teams.
• Apply technical knowledge to identify suitable financial planning solutions.
• Build and manage client relationships; respond to client queries.
• Combine client information and product research to shape recommendations.
• Manage workload and priorities, supporting the team when needed.

Skills

Paraplanner experience

Communication skills

Attention to detail

Self-motivation

Report writing

Collaboration

MS Office

Education

Level 4 CII Diploma in Regulated Financial Planning

Tools

Xplan

Voyant

Job description

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As a Paraplanner at Rathbones, you’ll play a key role in delivering high-quality financial planning advice and helping our clients achieve their long-term goals. Working closely with our Financial Planners, you’ll use your technical expertise to understand individual client needs and turn them into clear, tailored and compliant advice.

You’ll join a supportive team, working on a wide variety of interesting and often complex client cases, meaning no two days are quite the same. With exposure to different financial planning needs and scenarios, this is a fantastic opportunity to broaden your experience, develop your technical knowledge and build your career within financial planning. You’ll also have the autonomy to manage your work effectively, supported by a strong risk and governance framework.

What you’ll be responsible for

• Play an important role throughout the advice journey, preparing high-quality suitability reports, reviews and cashflow plans, while helping Financial Planners bring complex advice to life for clients.
• Take ownership of your paraplanning work, delivering accurate, well-presented and compliant advice within agreed timescales.
• Collaborate with Financial Planners, fellow Paraplanners and wider support teams to deliver consistently excellent outcomes for clients, sharing knowledge and providing practical support to colleagues when needed
• Use your technical knowledge and judgement to identify appropriate solutions across a broad and varied range of financial planning needs.
• Build strong client relationships and respond to queries where appropriate to better understand client needs, goals and circumstances.
• Bring together client information and product research to help shape clear, well-reasoned and suitable recommendations.
• Take responsibility for managing your workload, balancing priorities and taking responsibility for delivering time-critical work as well as a willingness to help others on the team as required.

About you

• Strong experience as a Paraplanner or in a similar technical financial planning role, with the confidence to support advisers across a broad range of client needs.
• Level 4 CII Diploma in Regulated Financial Planning, or an equivalent qualification, is essential.
• A strong understanding of the end-to-end financial advice process, with the ability to identify suitable solutions across a wide range of financial planning areas.
• A genuinely client-focused approach, combined with excellent written and verbal communication skills.
• Professional, organised and self-motivated, with a keen eye for detail and pride in producing high-quality work.
• Comfortable working independently within agreed parameters, using sound judgement and initiative when approaching complex cases.
• A good understanding of the financial services regulatory environment, including risk, governance and compliance requirements.
• Strong report-writing skills, with the ability to turn detailed financial information into clear, accurate and well-structured recommendations.
• Confident using Microsoft Office and financial planning technology, ideally including systems such as Xplan and Voyant.
• A natural collaborator who enjoys building strong relationships across Financial Planning, Investment Management and wider support teams