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.
#J-18808-Ljbffr
Paraplanner: Elevate Client Wealth Planning employer: Rathbone Brothers
Rathbone Brothers in Sheffield is an exceptional employer, offering a dynamic work environment where you can develop your skills in wealth management while receiving comprehensive training and support. With a strong focus on employee growth, you will have access to professional qualifications and hands-on experience in client services, compliance, and investment strategies, all within a collaborative culture that values high-quality client experiences.
