Paraplanner

Role Title

Paraplanner - Financial Planning

Rathbones Financial Planning

Edinburgh

Permanent

Hybrid

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 devise appropriate 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.

• 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

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 Power Point
• Excellent knowledge of business systems e.g.. Xplan or similar

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn
* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.

* As of June 2025

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s 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 qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

• Sports & Social Committees – cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks – Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.
• The Next Gen IM Network – community of trainees from across the UK, provides development opportunities, exposure across the business as well as peer support and…