Rathbones Plc is seeking a Paraplanner to deliver high-quality financial planning documentation and tailored, compliant advice for clients. You will work closely with Financial Planners, handling complex cases while expanding your technical knowledge and maintaining governance standards.
You will contribute to the end-to-end advice process, building strong client relationships and supporting the team with timely, well-structured work in a collaborative environment.
Paraplanner: Advisory Support & Cashflow Expert in City of London employer: Rathbones Plc
Rathbones Plc is an exceptional employer that prioritises client service and investment excellence, fostering a collaborative work culture where senior professionals can thrive. With a strong emphasis on employee growth, you will have the opportunity to mentor junior colleagues while contributing to innovative strategies that drive business development. Located in a dynamic financial hub, Rathbones offers a supportive environment that values professional development and rewards high-quality outcomes for clients.
