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- Tasks: Support Financial Planning Directors by preparing high-quality client-focused advice and conducting research.
- Company: Join Rathbones, a rewarding workplace dedicated to investing in your future.
- Benefits: Enjoy hybrid working, full exam support, and a supportive team environment.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: 2-3 years of paraplanning experience and CII Diploma in Financial Planning required.
- Other info: Collaborative culture with opportunities for professional development and career progression.
The predicted salary is between 36000 - 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
Department: RFPLocation: London
Contract Type: Permanent
The role
You will be supporting our team of highly qualified and experienced Financial Planning Directors in our growing Winchester office. You will be responsible for preparing and writing high quality and client focused advice, as well as helping with annual reviews to allow us to deliver an excellent service to our clients. We offer full exam support; hybrid working as well as a supportive and developmental environment. You’ll 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 (desirable)
Knowledge & Experience
- Minimum 2-3 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.
Paraplanner in City of London employer: Rathbones Group Plc
Contact Detail:
Rathbones Group Plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial planning field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common paraplanning questions. Think about how your experience aligns with Rathbones' values and the role's requirements. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your best work, including examples of high-quality advice you've prepared. This can really set you apart from other candidates and give potential employers a taste of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining Rathbones and being part of our fantastic team.
We think you need these skills to ace Paraplanner in City of London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience and skills that match what we're looking for at Rathbones. This shows us you’re genuinely interested in the position!
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your skills can benefit our team. Talk about your experience with financial planning, client interactions, and any tools you've used. We want to see how you can contribute to our success!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon unless it's relevant. We appreciate a well-structured application that’s easy to read and understand.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Rathbones Group Plc
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around UK tax regimes and pension arrangements. Being able to discuss these topics confidently will show that you're serious about the role and understand the complexities involved.
✨Showcase Your Team Spirit
Rathbones values teamwork, so be ready to share examples of how you've collaborated with others in previous roles. Highlight any experiences where you contributed to team success or improved processes, as this will resonate well with their culture.
✨Prepare for Client Scenarios
Since you'll be preparing high-quality advice for clients, think about potential client scenarios you might encounter. Prepare to discuss how you would approach these situations, demonstrating your problem-solving skills and client-focused mindset.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, ongoing training opportunities, or how they measure success in the paraplanner role. This shows your genuine interest in the position and helps you gauge if it's the right fit for you.
