Paraplanner: Elevate Client Wealth Planning

Rathbone Brothers; Greater London; Hybrid; GBP 36,000 - 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

Family friendly policies

Study support

Season travel ticket loans

Job summary

Rathbones in London is seeking a Paraplanner to provide high-level paraplanning support for Rathbones Financial Planners, understanding client needs and devising appropriate advice solutions aligned with business objectives.

You will work with the Financial Planner to manage client service strategies, explaining complex concepts in simple terms and delivering compliant, timely work. Strong regulatory knowledge and tools experience are essential.

Qualifications

• Has Level 4 CII Diploma or equivalent.
• A minimum of 2 years as a Paraplanner.
• Experience of working with centrally devised tools and templates.

Responsibilities

• Excellent client management skills, responds to client queries and attends client meetings to assist with understanding 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.
• 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 seeking 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.

Skills

Client management

Communication

Numeracy

Analytical thinking

MS Office

PowerPoint

Regulatory knowledge

Education

Level 4 CII Diploma in Regulated Financial Planning

2+ years Paraplanner experience

Tools

Xplan

RID

Voyant

Job description

Rathbones in London is seeking a Paraplanner to provide high-level paraplanning support for Rathbones Financial Planners, understanding client needs and devising appropriate advice solutions aligned with business objectives.

You will work with the Financial Planner to manage client service strategies, explaining complex concepts in simple terms and delivering compliant, timely work. Strong regulatory knowledge and tools experience are essential.