Paraplanner

Rathbone Brothers; Leeds; On-site; GBP 30,000 - 45,000; Full time

Job summary

Rathbone Brothers is seeking a Paraplanner in Leeds to support Financial Planning Directors by preparing quality client advice and conducting reviews. The role requires paraplanning experience and a CII Diploma, alongside a commitment to client service and responsible investment.

Benefits

Full exam support

Hybrid working

Supportive developmental environment

Qualifications

• Minimum 2-3 years’ paraplanning experience.
• Knowledge of UK tax regime and pension arrangements.
• Experience managing workflow and quality of work.

Responsibilities

• Prepare high quality client-focused advice and annual reviews.
• Work closely with Financial Planning Directors.
• Ensure best practices in financial planning are shared.

Skills

Financial Planning

Client Service

Communication

Education

CII Diploma in Financial Planning

CII Chartered Financial Planner status

Job description

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Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Role: Paraplanner

Contract Type: Permanent

The role

You will be supporting our team of highly qualified and experienced Financial Planning Directors in our growing Leeds 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. You’ll also be working with a wonderful team of financial planners and paraplanners.

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 FPA Manager and team colleagues to ensure best practice ideas are shared amongst the team.
• To highlight any improvements to processes, templates and tools to the FPA Manager to support the quality and delivery of client advice.
• Manage own work; set and meet realistic expectations given to the Financial Planning Directors and FPA Manager.
• 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 2-3 years’ paraplanning experience.
• Ideally, experience of working as part of a team of paraplanners with a paraplanning manager.
• 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.

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 – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer 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. 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.