Paraplanner – Hybrid (Edinburgh) with Study Support

Rathbones Group Plc; City of Edinburgh; Hybrid; GBP 37,000 - 52,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Discretionary bonus

Flexible holidays

Study support

Job summary

Rathbones Financial Planning in Edinburgh is seeking a Paraplanner to support our Directors in delivering high-quality, client-focused advice. You will prepare cashflows, join client meetings, and help maintain excellent service across Rathbones Financial Planning.

The role offers hybrid working, exam support, and a developmental environment to grow your technical knowledge and client delivery capabilities.

Qualifications

• Minimum 3+ years' paraplanning experience.
• High level of technical language of UK tax regime (Capital Gains Tax, Inheritance Tax, Income Tax).
• Strong knowledge of pension arrangements and estate planning.

Responsibilities

• Create and deliver high quality advice and service to Rathbones Financial Planning clients.
• Prepare cashflows to help clients meet long-term financial goals.
• Attend client meetings with Financial Planning Directors and prepare meeting notes.
• Contribute to improvements in processes, templates and tools to support client advice.

Education

CII Diploma in Financial Planning

CII Chartered Financial Planner

Job description

Rathbones Financial Planning in Edinburgh is seeking a Paraplanner to support our Directors in delivering high-quality, client-focused advice. You will prepare cashflows, join client meetings, and help maintain excellent service across Rathbones Financial Planning.

The role offers hybrid working, exam support, and a developmental environment to grow your technical knowledge and client delivery capabilities.