At a Glance
- Tasks: Support Financial Planning Directors by preparing cashflows and managing client services.
- Company: Rathbones Plc, a leading wealth management firm in Newcastle upon Tyne.
- Benefits: Ongoing training, collaborative team environment, and career development opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: CII Diploma in Financial Planning, Chartered Financial Planner status, and 3 years of experience.
The predicted salary is between 40000 - 50000 £ per year.
Rathbones Plc in Newcastle upon Tyne is seeking an experienced Paraplanner to support Financial Planning Directors in delivering client services. The role involves preparing cashflows, accompanying directors to meetings, and managing work expectations.
Ideal candidates will have:
- A CII Diploma in Financial Planning
- Chartered Financial Planner status
- At least 3 years of paraplanning experience
The company supports ongoing training and development within a collaborative team environment.
Senior Paraplanner — Wealth Planning Specialist employer: Rathbones Plc
Rathbones Plc is an exceptional employer located in the vibrant city of Newcastle upon Tyne, offering a collaborative work culture that prioritises employee development and growth. As a Senior Paraplanner, you will benefit from ongoing training opportunities while working alongside experienced Financial Planning Directors, ensuring a rewarding career path in wealth planning. The supportive environment fosters teamwork and innovation, making it an ideal place for professionals seeking meaningful and impactful employment.
