Rathbones in London is seeking a Paraplanner to support Private Office advisers, translating client goals into clear advice solutions aligned with business aims. You will prepare documentation, cash flow models, and ensure timely, compliant work.
The role requires Level 4 CII Diploma or equivalent, at least two years as a paraplanner, and strong knowledge of Xplan, RID and Voyant. A client-centric mindset and excellent communication are essential.
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Paraplanner - Private Wealth Planning Specialist (London) 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.
