Senior Paraplanner – Hybrid Financial Planning in London

Senior Paraplanner – Hybrid Financial Planning in London

London Full-Time 40000 - 50000 Β£ / year (est.) No working from home possible
Rathbones

At a Glance

  • Tasks: Prepare high-quality financial advice and manage client interactions.
  • Company: Join Rathbones, a leading firm in financial planning with a supportive culture.
  • Benefits: Enjoy hybrid working, competitive salary, and a collaborative team environment.
  • Other info: Great opportunity for career growth in a dynamic financial services environment.
  • Why this job: Make a real difference in clients' lives while developing your financial expertise.
  • Qualifications: CII Diploma in Financial Planning and 3 years of relevant experience required.

The predicted salary is between 40000 - 50000 Β£ per year.

Rathbones is looking for a paraplanner to support their Financial Planning Directors in Newcastle. The role involves preparing high-quality financial advice, managing client interactions, and maintaining effective relationships with stakeholders.

Required qualifications include a CII Diploma in Financial Planning and at least 3 years of relevant experience. The position supports hybrid working and offers a collaborative team environment.

Senior Paraplanner – Hybrid Financial Planning in London employer: Rathbones

Rathbones is an exceptional employer, offering a dynamic and collaborative team environment in Newcastle for Senior Paraplanners. With a strong focus on employee growth and development, the company provides opportunities for professional advancement while supporting hybrid working arrangements that promote work-life balance. Joining Rathbones means being part of a respected firm that values high-quality financial advice and fosters meaningful client relationships.

Rathbones

Contact Details:

Rathbones Recruitment Team

We think you need these skills to ace Senior Paraplanner – Hybrid Financial Planning in London

Financial Advice Preparation
Client Interaction Management
Stakeholder Relationship Management
CII Diploma in Financial Planning
Relevant Experience in Financial Planning
Collaboration Skills
Hybrid Working Adaptability