Rathbones Group in Liverpool is seeking a capable Paraplanner to support Financial Planners by preparing high-quality reports and cashflow plans. Youβll work closely with advisers to translate client needs into clear, compliant guidance.
You will handle a range of cases within a strong risk and governance framework, manage your own workload, and develop your technical knowledge and career within financial planning.
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Paraplanner β Financial Planning Specialist in Liverpool 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.