Paraplanner

Rathbones; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

Rathbones is seeking a Senior Paraplanner (Lead) to provide high-level paraplanning support, understand client needs, and devise suitable advice solutions aligned with business objectives.

You will assist with client meetings, support the ongoing client service strategy, and deliver compliant, timely work for RFPs and clients while developing your client-facing skills.

Qualifications

• Has achieved Level 4 CII Diploma in Regulated Financial Planning or equivalent.
• A minimum of 2 years as a Paraplanner.
• Experience of working with centrally devised tools, templates.

Responsibilities

• Provide paraplanning support and document meeting notes.
• Support the Financial Planner to manage client service strategy and explain complex concepts.
• Create high quality, compliant and timely work for RFPs and clients.
• Proactively work with manager and team to deliver results.

Skills

Client management

Initiative

Communication

Numeracy

MS Office

PowerPoint

Relationship building

Education

Level 4 CII Diploma in Regulated Financial Planning

Tools

Xplan

RID

Voyant

Job description

Hiring Manager: Senior Paraplanner (Lead)

About the Role

To provide a high level of paraplanning support to Rathbones Financial Planners, demonstrating a clear ability to understand client needs and objectives, and devise appropriate advice solutions in line with the wider business objectives.

What you’ll be responsible for

• Excellent client management skills, responds to client queries and attends client meetings where appropriate to assist with understand the client needs and produces associated meeting notes/ documents.
• Support the Financial Planner to manage and deliver the ongoing client service strategy and can explain complex concepts in simple terms.
• Be responsible for creating and delivering high quality, compliant and timely work to support RFP colleagues and Clients,
• Proactively work with manager and team to deliver results

Financial Planning and technical development

• Strong understanding of the advice process and can identify appropriate client solutions across all planning areas.
• Analyses product features, benefits, and risks to formulate clear and confident recommendations
• Actively requesting exposure to relevant advice areas to ensure holistic understanding.
• Receives feedback and acts on appropriately with a view to developing their client facing skills
• Prepare Annual Review documentation including cashflow modelling where appropriate.

About you

• Professional, self motivated & organised
• Confident and able to work under own initiative
• Client centric approach to work and excellent communication & organisational skills
• Good understanding of the advice process and capable of confidently identifying appropriate solutions for clients across full range of planning areas.
• Able to analyse features, benefits and risks of products/policies, and support with making recommendations to clients with confidence
• Good understanding of risk and governance frameworks (internal & external) and the regulatory environment.
• Excellent numeracy, MS Office Systems and report writing skills including PowerPoint
• Excellent knowledge and competence of business systems ie. Xplan/RID/Voyant
• Clear written and verbal communication skills
• Client centric mindset with a proactive approach to service
• Builds and maintains effective relationships internally and externally

Professional experience and qualifications (where necessary)

• Has achieved Level 4 CII Diploma in Regulated Financial Planning or equivalent
• A minimum of 2 years as a Paraplanner
• Experience of working with centrally devised tools, templates