Paraplanner

Rathbone Brothers; Greater London; Hybrid; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Company share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Study support

Season travel ticket loans

Job summary

Rathbones in London is seeking a Paraplanner to support Private Office advisers, translating client goals into clear advice solutions aligned with business aims. You will prepare documentation, cash flow models, and ensure timely, compliant work.

The role requires Level 4 CII Diploma or equivalent, at least two years as a paraplanner, and strong knowledge of Xplan, RID and Voyant. A client-centric mindset and excellent communication are essential.

Qualifications

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

Responsibilities

• Provide paraplanning support to Financial Planners and document client needs and objectives.
• Assist in delivering ongoing client service strategy and explain complex concepts simply.
• Create high quality, compliant work to support RFPs and clients.
• Collaborate with manager and team to deliver results.

Skills

Client management

Financial planning understanding

Communication

MS Office

Xplan RID Voyant

Education

Level 4 CII Diploma in Regulated Financial Planning or equivalent

Tools

Xplan

RID

Voyant

Job description

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At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most. We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing. *As of June 2025

Role Title: Paraplanner

Division: Private Office

Location: London

Contract: Permanent

Hiring Manager: Head of Advice - Rathbones Private Office

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

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance - 8 x salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community.These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones’ and Armed Forces.
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Disability Confident Employer (level 2) under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, click here . If you require adjustments to apply for a role at Rathbones, please contact us via [e-mail] to let us know what adjustments you may need.

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

• We aim high
• We get it done
• We show we care
• We do the right thing