Paraplanner

Rathbones; City of Edinburgh; Hybrid; GBP 36,000 - 48,000; Full time

Benefits offered by this job

Hybrid working

Full exam support

Job summary

Rathbones in Edinburgh is seeking a dedicated paraplanner to support the Financial Planning Directors and deliver high-quality client advice. You will prepare cashflows, accompany meetings, and perform research to back recommendations, reviews and ongoing client service.

The role offers hybrid working, exam support and a developmental environment to grow technical expertise in UK tax, pension planning and estate considerations.

Qualifications

• CII Diploma in Financial Planning (essential).
• CII Chartered Financial Planner status (desirable).

Responsibilities

• Be responsible for creating and delivering high quality advice and service to Rathbones Financial Planning clients.
• Prepare cashflows to help clients meet long-term financial goals and objectives.
• Accompany the Financial Planning Directors to client meetings, prepare meeting notes and conduct required research.
• Work with Directors and stakeholders to enable delivery of income objectives for the team.
• Highlight improvements to processes, templates and tools to support quality and delivery of client advice.
• Manage own work; set and meet realistic expectations for the Directors and Paraplanning Lead.

Skills

Paraplanning

Financial planning

UK tax knowledge

Pension & estate planning

Education

CII Diploma in Financial Planning

CII Chartered Financial Planner

Job description

You will be supporting our highly qualified and experienced Financial Planning Directors in our growing Edinburgh office.

You will be responsible for preparing and writing high quality and client focused advice, as well as helping with annual reviews to allow us to deliver an excellent service to our clients.

We offer full exam support; hybrid working as well as a supportive and developmental environment.

Outcomes of the Role

• Be responsible for creating and delivering high quality advice and service to clients of Rathbones Financial Planning.
• Prepare cashflows to help our clients meet their long-term financial goals and objectives.
• Accompany the Financial Planning Directors to client meetings, prepare meeting notes and conduct research required to deliver advice and reviews for Rathbones Financial Planning clients.
• Working closely with the Financial Planning Directors and all stakeholders to enable delivery of the income objectives for the team.
• Brief the Financial Planner Directors on individual client issues to be discussed at meetings and contact clients when necessary.
• Proactively work with the Paraplanning Lead and team colleagues to ensure best practice ideas are shared amongst the team.
• To highlight any improvements to processes, templates and tools to the Paraplanning Lead to support the quality and delivery of client advice.
• Manage own work; set and meet realistic expectations given to the Financial Planning Directors and Paraplanning Lead.
• Ensure a commercial and pragmatic approach to workflow management.
• Actively contribute to the success of the team through the adoption and promotion of new practices, keeping a positive outlook and working as part of the team.
• Maintain effective working relationships with other teams within Rathbones.
• Proactively and continually expand your financial planning knowledge with continued wider reading whilst remaining up to date on advice standards and legislation and changes in internal processes and procedures.

Qualifications

• CII Diploma in Financial Planning or equivalent (essential)
• CII Chartered Financial Planner status (desirable)

Knowledge & Experience

• Minimum 3+ years' paraplanning experience.
• Experience of working with centrally devised tools, templates, and guidance.
• Experience of managing own work queue and being responsible for the quality of work produced.
• High level of technical language of UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax.
• High level of technical knowledge in relation to all types of pension arrangements and all aspects of estate planning.