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 Title: Paraplanner Financial Planning Contract: Permanent Financial Planning Lead Hybrid At Rathbones Financial Planning, our Paraplanners play a vital role in delivering thoughtful, high-quality financial advice that genuinely makes a difference to the lives of our clients. We're now looking for a Paraplanner to join our growing Bristol team and support our Financial Planners with end-to-end advice delivery. On top of this we offer hybrid working to support flexibility and work–life balance. If you're a Paraplanner who enjoys high standards, teamwork, and playing a key role in delivering quality financial planning, this is an excellent opportunity to develop your career with Rathbones in Bristol. You'll provide comprehensive paraplanning support, working closely with Financial Planners to understand client needs and translate them into clear, compliant, and well-structured advice. Producing high-quality, timely and compliant suitability reports across a wide range of advice areas Attending client meetings where appropriate to help capture objectives, take detailed notes, and support advice formulation Preparing annual review packs, including cashflow modelling where required Managing workflows effectively, setting realistic timeframes and balancing commercial priorities Building strong working relationships across Rathbones to ensure a seamless client experience Maintaining your CPD record and completing all required training Previous experience working in a Financial Planning firm as a Paraplanner CII Diploma in Regulated Financial Advice (Level 4) or equivalent 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
Paraplanner (Pensions Management) in Newport employer: Rathbones Group Plc
At Rathbones, we pride ourselves on being a rewarding employer that invests in the future of our people. Located in Leeds, our hybrid working model fosters a collaborative and high-performance culture, offering clear paths for career progression and opportunities for personal development. Join us to be part of a team that champions continuous improvement and delivers exceptional client outcomes while sharing in the success of our business.
