Rathbones Group is seeking a Paraplanner to support Financial Planners by delivering tailored, compliant advice and high-quality planning reports. You’ll work with a supportive team on diverse client cases, gaining experience across breadth of financial planning and developing your technical knowledge within a robust risk and governance framework.
You’ll own paraplanning work, prepare suitability reports, cashflow plans and reviews, and collaborate with colleagues to provide clear
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Paraplanner: Complex Financial Planning & Reports in Cheltenham employer: . Rathbones Group
At Rathbones, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and well-being. With a comprehensive benefits package, including flexible holidays, study support, and a strong commitment to diversity, our Glasgow, Liverpool, and London offices provide a vibrant environment where you can thrive as a Digital Application Developer while contributing to meaningful financial solutions for our clients.
