Rathbones in Bristol is seeking a Paraplanner to support Financial Planners with end-to-end advice delivery. You will produce high-quality suitability reports, attend client meetings, and prepare annual review packs, including cashflow modelling. A client-centric approach and strong communication skills are essential.
You will work as part of a collaborative team that values professional standards, growth, and a flexible hybrid working model to support work-life balance.
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Hybrid Paraplanner: Impactful Financial Planning 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.
