Paraplanner

Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.

Job description:

Role

Title:

Paraplanner
- Financial Planning Division:
Rathbones Financial Planning

Location:

Edinburgh

Contract:

Permanent Working pattern:
Hybrid About the Role In this role you will provide a high level of paraplanning support to Rathbones Financial Planners, demonstrating a clear ability to understand client needs and objectives, and deviseappropriate advice solutions in line with the wider business objectives. This is a fantastic opportunity to work on a wide variety of work and be part of a supportive and expanding team as they pursue growth.

What youll be responsible for Creating and delivering high quality, compliant and timely suitability reports for Financial Planners and Clients. Attend client meetings with Financial Planner (where appropriate) to assist with understanding client needs and produce associated meeting notes/documents for discussion with planner. Respond to client queries where appropriate to do so. Support the Financial Planner to manage and deliver the ongoing client service strategy.

Prepare Annual Review documentation including cashflow modelling where appropriate. Proactively work with the Paraplanning Lead and team to deliver results. Ability to manage expectations and provide clear and realistic time frames Ensure a commercial and pragmatic approach to workflow management. Actively contribute to the success of the team through adoption and promotion of new practices, positive outlook and teamwork. Maintain effective working relationships with other teams within Rathbones.

Maintain personal CPD log and ensure completion of all Group training requirements. Buddy/Mentor to new/trainee members of team, assist with training and development where appropriate About you If you meet some of these criteria and are excited about the role, we encourage you to apply Previous experience working in a Financial Planning firm as a Paraplanner CII Diploma in Regulated Financial Advice (Level
4) or equivalent Client centric approach to work and excellent communication & organisational skills Excellent understanding of the advice process and capable of confidently identifying appropriate solutions for clients across full range of planning areas. Able to analyse features, benefits and risks of products/policies, and make recommendations to clients with confidence Excellent understanding of risk and governance frameworks (internal & external) and the regulatory environment.

Excellent numeracy, MS Office Systems and report writing skills including PowerPoint Excellent knowledge of business systems e.g Xplan or similar Profile description:
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most. Were proud to be one of the UKs leading wealth managers, with over £109bn
* in assets under management and 20 offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
* As of June 2025 We offer:
We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non-contributory or 10% if you contribute 5% Private medical insurance Individual on joining, family after 1 years service Life assurance - 8 x salary Income protection 75 % salary Company share scheme Flexible holidays purchase up to 5 additional days Discretionary bonus Green Car Scheme Family friendly policies enhanced family leave for parents & carers Study support study days and funding for courses and…