At a Glance
- Tasks: Support Financial Planning Directors by preparing high-quality client-focused advice.
- Company: Join Rathbones, a rewarding workplace investing in your future.
- Benefits: Enjoy hybrid working, full exam support, and a supportive environment.
- Other info: Collaborative team atmosphere with opportunities for professional development.
- Why this job: Make a real impact in financial planning while growing your career.
- Qualifications: CII Diploma in Financial Planning and 3 years of paraplanning experience required.
The predicted salary is between 50000 - 60000 £ per year.
A rewarding place to work. At Rathbones, we invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.
Role: Senior Paraplanner
Department: Financial Planning
Location: London
The role involves supporting our team of highly qualified and experienced Financial Planning Directors in our growing Newcastle office. You will be responsible for preparing and writing high quality and client focused advice, as well as helping with annual reviews to deliver an excellent service to our clients. We offer full exam support, hybrid working, and a supportive and developmental environment. You will also be working with a wonderful team of financial planners and paraplanners.
Outcomes of the Role:
- Be responsible for creating and delivering high quality advice and service to clients of Rathbones Financial Planning.
- Prepare cashflows to help our clients meet their long-term financial goals and objectives.
- Accompany the Financial Planning Directors to client meetings, prepare meeting notes, and conduct research required to deliver advice and reviews for Rathbones Financial Planning clients.
- Work closely with the Financial Planning Directors and all stakeholders to enable delivery of the income objectives for the team.
- Brief the Financial Planner Directors on individual client issues to be discussed at meetings and contact clients when necessary.
- Proactively work with the FPA Manager and team colleagues to ensure best practice ideas are shared amongst the team.
- Highlight any improvements to processes, templates, and tools to the FPA Manager to support the quality and delivery of client advice.
- Manage own work; set and meet realistic expectations given to the Financial Planning Directors and FPA Manager.
- Ensure a commercial and pragmatic approach to workflow management.
- Actively contribute to the success of the team through the adoption and promotion of new practices, keeping a positive outlook and working as part of the team.
- Maintain effective working relationships with other teams within Rathbones.
- Proactively and continually expand your financial planning knowledge with continued wider reading whilst remaining up to date on advice standards and legislation and changes in internal processes and procedures.
Qualifications:
- CII Diploma in Financial Planning or equivalent (essential)
- CII Chartered Financial Planner status (a minimum of 2 AF exams)
Knowledge & Experience:
- Minimum 3 years paraplanning experience.
- Ideally, experience of working as part of a team of paraplanners with a paraplanning manager.
- Experience of working with centrally devised tools, templates, and guidance.
- Experience of managing own work queue and being responsible for the quality of work produced.
- High level of technical language of UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax.
- High level of technical knowledge in relation to all types of pension arrangements and all aspects of estate planning.
Senior Paraplanner in London employer: All The Top Bananas
At Rathbones, we pride ourselves on being a rewarding employer that invests in the future of our people. Located in London, our supportive and developmental work culture offers clear paths for career progression, full exam support, and the flexibility of hybrid working. Join a dedicated team of financial professionals where your contributions are valued, and you can actively participate in shaping the success of our clients and the business.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in London
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We think you need these skills to ace Senior Paraplanner in London
Some tips for your application 🫡
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