Paraplanner

Rathbones; West of England; Hybrid; GBP 35,000 - 52,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Rathbones in Bristol is seeking a Paraplanner to support Financial Planners with end-to-end advice delivery. You will produce high-quality suitability reports, attend client meetings, and prepare annual review packs, including cashflow modelling. A client-centric approach and strong communication skills are essential.

You will work as part of a collaborative team that values professional standards, growth, and a flexible hybrid working model to support work-life balance.

Qualifications

• Produce high-quality, compliant suitability reports across a wide range of advice areas.
• Attend client meetings to capture objectives and support advice formulation.
• Prepare annual review packs, including cashflow modelling where required.
• Maintain CPD records and complete required training.

Responsibilities

• Provide paraplanning support to Financial Planners to translate client needs into compliant advice.
• Produce timely, accurate reports and documentation for client reviews.
• Support the delivery of an excellent ongoing client service proposition.
• Collaborate with the team to improve processes and outcomes.
• Mentor newer paraplanners as the team grows.

Skills

Paraplanner experience

Client-centric approach

Communication skills

Organisational skills

Numeracy

PowerPoint

MS Office

Education

CII Diploma in Regulated Financial Advice (Level 4)

Tools

Xplan

MS Office

Job description

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

You’ll provide comprehensive paraplanning support, working closely with Financial Planners to understand client needs and translate them into clear, compliant, and well‑structured advice. Your responsibilities will include:

• 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.