Paraplanner

Overview

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.

Role
:
Paraplanner

Department
: RFP

Location
:
Winchester

Contract Type
:
Permanent

The role

You will be supporting our team of highly qualified and experienced Financial Planning Directors in our growing Winchester 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.

• 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.
• Working 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.
• To 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.

• CII Diploma in Financial Planning or equivalent (essential)
• CII Chartered Financial Planner status (desirable)

• Minimum 2-3 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.

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 year’s service
• Life assurance - 8 x salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• 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
• Other voluntary benefits you can choose to suit you

Our employees…