Paraplanner

Rathbone Brothers; West of England; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Pension 9% non-contributory

Private medical insurance

Life assurance 8x salary

Company share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Family friendly policies

Study support

Season travel ticket loans

Job summary

Rathbones Bristol is seeking a Paraplanner to support Financial Planners with end‑to‑end advice delivery. You will help produce compliant reports, attend client meetings, and assist with reviews in a collaborative, growth‑minded team.

This permanent, hybrid role offers opportunities to develop paraplanning expertise within a long‑standing wealth management firm that values client outcomes and professional standards.

Qualifications

• Previous experience in a Financial Planning firm as a Paraplanner.
• CII Diploma in Regulated Financial Advice (Level 4) or equivalent.
• Strong understanding of the advice process and ability to identify suitable solutions.

Responsibilities

• Produce high‑quality, timely suitability reports across a wide range of advice areas.
• Attend client meetings to capture objectives and support advice formulation.
• Prepare annual review packs with cashflow modelling.
• Support delivery of an excellent ongoing client service proposition.
• Respond to client queries with clarity and professionalism.

Skills

Paraplanner experience

Financial planning knowledge

Communication skills

Analytical thinking

Education

CII Diploma in Regulated Financial Advice (Lvl 4)

Tools

PowerPoint

Xplan

MS Excel

Job description

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At Rathbones, our purpose is to help more people invest their money well, so they can live well.

We are one of the UK’s leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments.

Our advisers take the time to understand each client’s goals, values and circumstances. Together, we create a personalized approach designed to manage, preserve and grow their wealth over the long term.

Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients.

With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets*, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands.

*Figures as at 30 June 2026.

Role Title: Paraplanner

Location: Bristol

Contract: Permanent

Working pattern: Hybrid

About the Role

At Rathbones Financial Planning, our Paraplanners play a vital role in delivering thoughtful, high-quality financial advice that genuinely makes a difference to the lives of our clients. We’re now looking for a Paraplanner to join our growing Bristol team and support our Financial Planners with end‑to‑end advice delivery.

This is a fantastic opportunity if you enjoy variety, value collaboration, and want to work in a business where paraplanning expertise is respected, developed, and integral to client outcomes. You’ll be part of a supportive, friendly team with clear growth ambitions and a strong commitment to professional standards.

By joining Rathbones, you will be part of a respected, long‑established wealth management firm with a strong client‑first culture. You will enjoy varied, technically interesting work rather than a narrow or repetitive remit. You will be working in a collaborative environment where Paraplanners are seen as trusted professionals. On top of this we offer hybrid working to support flexibility and work‑life balance.

If you’re a Paraplanner who enjoys high standards, teamwork, and playing a key role in delivering quality financial planning, this is an excellent opportunity to develop your career with Rathbones in Bristol.

What you’ll be responsible for

• Producing high‑quality, timely and compliant suitability reports across a wide range of advice areas
• Attending client meetings where appropriate to help capture objectives, take detailed notes, and support advice formulation
• Preparing annual review packs, including cashflow modelling where required
• Supporting the delivery of an excellent ongoing client service proposition
• Responding to client queries where appropriate, ensuring clarity and professionalism
• Managing workflows effectively, setting realistic timeframes and balancing commercial priorities
• Working collaboratively with the Paraplanning Lead and wider team to continuously improve processes and outcomes
• Building strong working relationships across Rathbones to ensure a seamless client experience
• Maintaining your CPD record and completing all required training
• Acting as a buddy or mentor to newer or trainee paraplanners, supporting their development as the team grows

About you

• Previous experience working in a Financial Planning firm as a Paraplanner
• CII Diploma in Regulated Financial Advice (Level 4) or equivalent
• Client centric approach to work and excellent communication & organisational skills
• Excellent 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 make recommendations to clients with confidence
• Excellent 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 of business systems e.g.. Xplan or similar
• Experience with DFM processes would be ideal, but not essential.

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.

Our values shape how we work:

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

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.