Paraplanner

At Rathbones, we help people invest their money well, so they can live well. That is about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.

Location: Edinburgh
Contract: Permanent
Working pattern: Hybrid

About the Role
In this role you will provide a high level of paraplanning support to Rathbones Financial Planners, demonstrating a clear ability to understand client needs and objectives, and devise appropriate advice solutions in line with the wider business objectives. This is a fantastic opportunity to work on a wide variety of work and be part of a supportive and expanding team as they pursue growth.

What you’ll be responsible for:

• Creating and delivering high quality, compliant and timely suitability reports for Financial Planners and Clients.
• Attend client meetings with Financial Planner (where appropriate) to assist with understanding client needs and produce associated meeting notes/documents for discussion with planner.
• Respond to client queries where appropriate to do so.
• Support the Financial Planner to manage and deliver the ongoing client service strategy.
• Prepare Annual Review documentation including cashflow modelling where appropriate.
• Proactively work with the Paraplanning Lead and team to deliver results.
• Ability to manage expectations and provide clear and realistic timeframes.
• Ensure a commercial and pragmatic approach to workflow management.
• Actively contribute to the success of the team through adoption and promotion of new practices, positive outlook and teamwork.
• Maintain effective working relationships with other teams within Rathbones.
• Maintain personal CPD log and ensure completion of all Group training requirements.
• Buddy/Mentor to new/trainee members of team, assist with training and development where appropriate.

About you
If you meet some of these criteria and are excited about the role, we encourage you to apply:

• 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.

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.

Life at Rathbones
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.

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.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.