Rathbones Financial Planning in Exeter seeks a Paraplanner to support the Financial Planning Director. You will prepare high-quality client-focused advice and assist with annual reviews in a growing Exeter office.
The role offers full exam support and hybrid working with a supportive environment to develop your skills in financial planning, tax and pension planning while delivering excellent client service.
Paraplanner (Hybrid) for Financial Planning β Exeter employer: Rathbones
Rathbones is an excellent employer that fosters a collaborative and innovative work culture, particularly within our hybrid Business Delivery Change team. We offer a comprehensive remuneration package, including a pension, medical insurance, and discretionary bonuses, alongside ample opportunities for professional growth and development in the dynamic field of investment management.