Rathbones Group in Exeter is seeking a paraplanner to support our Financial Planning Director. You will prepare high quality, client-focused advice and assist with annual reviews to ensure excellent service for Rathbones clients.
You will also prepare cashflows, accompany the Directors to meetings, and work with the Paraplanning Lead to share best practices while developing your technical knowledge and staying up to date with tax, pensions, and estate planning.
Hybrid Paraplanner (Exeter) – Financial Planning Expert 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.
