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For Companies At a Glance
- Tasks: Support Financial Planning Directors by preparing high-quality client advice and conducting research.
- Company: Join Rathbones, a leading financial planning firm with a supportive culture.
- Benefits: Enjoy hybrid working, full exam support, and a focus on professional development.
- Other info: Collaborative environment with opportunities for career advancement.
- Why this job: Make a real impact in clients' financial journeys while growing your expertise.
- Qualifications: CII Diploma in Financial Planning or equivalent is essential.
The predicted salary is between 35000 - 45000 £ per year.
Location: Exeter
Contract Type: Permanent
The role
You will be supporting our highly qualified and experienced Financial Planning Director in our growing Exeter office. You will be responsible for preparing and writing high quality and client focused advice, as well as helping with annual reviews to allow us to deliver an excellent service to our clients. We offer full exam support; hybrid working as well as a supportive and developmental environment.
Outcomes of the Role
- Be responsible for creating and delivering high quality advice and service to clients of Rathbones Financial Planning.
- Prepare cashflows to help our clients meet their long-term financial goals and objectives.
- Accompany the Financial Planning Directors to client meetings, prepare meeting notes and conduct research required to deliver advice and reviews for Rathbones Financial Planning clients.
- Work closely with the Financial Planning Directors and all stakeholders to enable delivery of the income objectives for the team.
- Brief the Financial Planner Directors on individual client issues to be discussed at meetings and contact clients when necessary.
- Proactively work with the Paraplanning Lead and team colleagues to ensure best practice ideas are shared amongst the team.
- Highlight any improvements to processes, templates and tools to the Paraplanning Lead to support the quality and delivery of client advice.
- Manage own work; set and meet realistic expectations given to the Financial Planning Directors and Paraplanning Lead.
- Ensure a commercial and pragmatic approach to workflow management.
- Actively contribute to the success of the team through the adoption and promotion of new practices, keeping a positive outlook and working as part of the team.
- Maintain effective working relationships with other teams within Rathbones.
- Proactively and continually expand your financial planning knowledge with continued wider reading whilst remaining up to date on advice standards and legislation and changes in internal processes and procedures.
Qualifications
- CII Diploma in Financial Planning or equivalent (essential)
- CII Chartered Financial Planner status (desirable)
Knowledge
Paraplanner in Devon employer: Rathbones
Contact Detail:
Rathbones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Devon
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field, especially those at Rathbones. Attend industry events or webinars to make connections and show your enthusiasm for the role.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning. Familiarise yourself with current trends and legislation so you can impress the Financial Planning Directors with your insights.
✨Tip Number 3
Showcase your skills during the interview by discussing specific examples of how you've delivered high-quality advice in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Rathbones.
We think you need these skills to ace Paraplanner in Devon
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience and skills that align with what we’re looking for, especially in preparing high-quality client-focused advice.
Showcase Your Knowledge: Demonstrate your understanding of financial planning principles and any relevant qualifications you have. Mention your CII Diploma or any other certifications to show us you’re serious about this field.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your key points stand out and are easy to read.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Rathbones
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge before the interview. Familiarise yourself with the latest advice standards, legislation, and any recent changes in processes at Rathbones. This will show that you're proactive and genuinely interested in the role.
✨Showcase Your Skills
Prepare examples of how you've created high-quality client-focused advice in the past. Think about specific situations where you’ve helped clients meet their financial goals or improved processes. This will help demonstrate your capability to deliver excellent service.
✨Be a Team Player
Rathbones values collaboration, so be ready to discuss how you work with others. Share experiences where you’ve contributed to team success or shared best practices. Highlighting your ability to maintain effective working relationships will resonate well with the interviewers.
✨Ask Smart Questions
Prepare thoughtful questions about the role and the team dynamics. Inquire about the tools and templates used for client advice or how the team shares best practices. This shows your enthusiasm for the position and helps you gauge if it’s the right fit for you.