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For Companies At a Glance
- Tasks: Support Financial Planning Directors by preparing client-focused advice and conducting research.
- Company: Rathbones Group Plc is a trusted wealth management firm with a commitment to responsible investing.
- Benefits: Enjoy hybrid working, full exam support, and a supportive team environment.
- Why this job: Join a passionate team dedicated to making a positive impact on clients' financial futures.
- Qualifications: CII Diploma in Financial Planning or equivalent and 2-3 years of paraplanning experience required.
- Other info: We value diversity and encourage applications from all backgrounds.
The predicted salary is between 28800 - 48000 £ per year.
Job Description
Company description:
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.
Job description:
Role Title: Paraplanner- Financial Planning
Division: Rathbones Financial Planning
Loca…
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Paraplanner employer: Rathbones Group Plc
Contact Detail:
Rathbones Group Plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with Rathbones' values and mission. Understanding their commitment to responsible wealth management will help you align your answers during interviews and demonstrate that you're a good cultural fit.
✨Tip Number 2
Network with current or former employees of Rathbones. Engaging with them on platforms like LinkedIn can provide you with insider knowledge about the company culture and expectations, which can be invaluable during the interview process.
✨Tip Number 3
Brush up on your technical knowledge regarding UK tax regimes and pension arrangements. Being able to discuss these topics confidently in an interview will showcase your expertise and readiness for the role.
✨Tip Number 4
Prepare questions that reflect your interest in the role and the company. Asking insightful questions about their financial planning processes or team dynamics can set you apart as a candidate who is genuinely interested in contributing to their success.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner at Rathbones. Familiarise yourself with their approach to client service and wealth management, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasise your paraplanning experience, particularly any work with financial planning teams. Mention specific tools or templates you've used and how they relate to the role at Rathbones.
Showcase Your Qualifications: Clearly state your qualifications, such as the CII Diploma in Financial Planning. If you have the CII Chartered Financial Planner status, make sure to highlight it, as it is desirable for this position.
Tailor Your Cover Letter: Craft a personalised cover letter that reflects your understanding of Rathbones' values and commitment to responsible investing. Discuss how your skills and experiences align with their mission and how you can contribute to their team.
How to prepare for a job interview at Rathbones Group Plc
✨Know Your Financial Planning Fundamentals
Make sure you have a solid understanding of the key concepts in financial planning, including tax regimes and pension arrangements. Brush up on your knowledge of Capital Gains Tax, Inheritance Tax, and Income Tax, as these are crucial for the Paraplanner role.
✨Demonstrate Team Collaboration Skills
Since you'll be working closely with Financial Planning Directors and other paraplanners, highlight your experience in teamwork during the interview. Share examples of how you've contributed to team success and maintained effective working relationships.
✨Prepare for Client-Focused Scenarios
Expect questions about how you would handle client meetings and prepare meeting notes. Be ready to discuss your approach to delivering high-quality, client-focused advice and how you would manage client expectations.
✨Showcase Your Continuous Learning Mindset
Rathbones values ongoing professional development. Talk about how you stay updated on industry standards, legislation changes, and any additional qualifications you're pursuing, such as the CII Chartered Financial Planner status.
