At a Glance
- Tasks: Support Financial Planning Directors by preparing high-quality, client-focused advice and conducting research.
- Company: Join Rathbones, a leading financial planning firm with a supportive and collaborative culture.
- Benefits: Enjoy hybrid working, full exam support, and a focus on professional development.
- Other info: Opportunity to expand your financial knowledge and contribute to team success.
- Why this job: Make a real impact in clients' financial journeys while growing your expertise in a dynamic team.
- Qualifications: CII Diploma in Financial Planning and at least 3 years of paraplanning experience required.
The predicted salary is between 40000 - 50000 £ per year.
You will be supporting our team of highly qualified and experienced Financial Planning Directors in our growing Newcastle 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. You’ll also be working with a wonderful team of financial planners and paraplanners.
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 FPA Manager and team colleagues to ensure best practice ideas are shared amongst the team.
- Highlight any improvements to processes, templates and tools to the FPA Manager to support the quality and delivery of client advice.
- Manage own work; set and meet realistic expectations given to the Financial Planning Directors and FPA Manager.
- 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 (a minimum of 2 AF exams)
Knowledge & Experience
- Minimum 3 years’ paraplanning experience.
- Ideally, experience of working as part of a team of paraplanners with a paraplanning manager.
- Experience of working with centrally devised tools, templates, and guidance.
- Experience of managing own work queue and being responsible for the quality of work produced.
- High level of technical language of UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax.
- High level of technical knowledge in relation to all types of pension arrangements and all aspects of estate planning.
Senior Paraplanner employer: Rathbones
Rathbones Financial Planning is an exceptional employer, offering a supportive and developmental environment in our vibrant Newcastle office. With full exam support, hybrid working options, and a collaborative team of experienced financial planners and paraplanners, we prioritise employee growth and well-being while delivering high-quality, client-focused advice. Join us to be part of a dynamic team that values innovation and continuous learning, ensuring you thrive in your career.
