Paraplanner

Rathbones Group; Liverpool; On-site; GBP 32,000 - 46,000; Full time

Job summary

Rathbones Group in Liverpool is seeking a capable Paraplanner to support Financial Planners by preparing high-quality reports and cashflow plans. You’ll work closely with advisers to translate client needs into clear, compliant guidance.

You will handle a range of cases within a strong risk and governance framework, manage your own workload, and develop your technical knowledge and career within financial planning.

Qualifications

• Experience as a paraplanner or similar technical financial planning role.
• Understanding of end-to-end financial planning processes.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare high-quality suitability reports, reviews and cashflow plans for clients.
• Own your paraplanning work and deliver accurate, compliant advice within timescales.
• Collaborate with Financial Planners and wider support teams to achieve excellent client outcomes.
• Harness technical knowledge to identify suitable solutions across diverse financial planning needs.
• Build strong client relationships and respond to queries, joining client meetings when appropriate.
• Synthesize client information and product research to shape clear recommendations.
• Manage workload and deliver time-critical work within agreed parameters.

Skills

Paraplanning experience

Client-focused

Written and verbal communication

Attention to detail

Time management

Education

Level 4 CII Diploma in Regulated Financial Planning

Tools

Microsoft Office

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 large and growing 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.
• Use your technical knowledge and judgement to identify appropriate solutions across a broad and varied range of financial planning needs.
• Build strong client relationships, responding to queries and joining client meetings where appropriate to better understand their needs, goals and circumstances.
• Bring together client information and product research to help shape clear, well-reasoned and suitable recommendations.
• Manage your workload, balancing priorities and taking responsibility for delivering time-critical work.

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.