paraplanner

Role Title: Paraplanner

Division: Rathbones Financial Planning

Location: Cheltenham

Contract: 12-month Fixed Term Contract

Working pattern: Hybrid

About the Role

As a Paraplanner at Rathbones, you’ll play a key role in delivering high-quality financial planning advice and helping our clients achieve their long-term goals. Working closely with our Financial Planners, you’ll use your technical expertise to understand individual client needs and turn them into clear, tailored and compliant advice.

You’ll join a supportive team, working on a wide variety of interesting and often complex client cases, meaning no two days are quite the same. With exposure to different financial planning needs and scenarios, this is a fantastic opportunity to broaden your experience, develop your technical knowledge and build your career within financial planning. You’ll also have the autonomy to manage your work effectively, supported by a strong risk and governance framework.

What you’ll be responsible for

If you meet some of these criteria and are excited about the role, we encourage you to apply

• Play an important role throughout the advice journey, preparing high-quality suitability reports, reviews and cashflow plans, while helping Financial Planners bring complex advice to life for clients.
• Take ownership of your paraplanning work, delivering accurate, well-presented and compliant advice within agreed timescales.
• Collaborate with Financial Planners, fellow Paraplanners and wider support teams to deliver consistently excellent outcomes for clients, sharing knowledge and providing practical support to colleagues when needed
• Use your technical knowledge and judgement to identify appropriate solutions across a broad and varied range of financial planning needs.
• Build strong client relationships and respond to queries where appropriate to better understand client needs, goals and circumstances.
• Bring together client information and product research to help shape clear, well-reasoned and suitable recommendations.
• Take responsibility for managing your workload, balancing priorities and taking responsibility for delivering time-critical work as well as a willingness to help others on the team as required.

About you

• Strong experience as a Paraplanner or in a similar technical financial planning role, with the confidence to support advisers across a broad range of client needs.
• Level 4 CII Diploma in Regulated Financial Planning, or an equivalent qualification, is essential.
• A strong understanding of the end-to-end financial advice process, with the ability to identify suitable solutions across a wide range of financial planning areas.
• A genuinely client-focused approach, combined with excellent written and verbal communication skills.
• Professional, organised and self-motivated, with a keen eye for detail and pride in producing high-quality work.
• Comfortable working independently within agreed parameters, using sound judgement and initiative when approaching complex cases.
• A good understanding of the financial services regulatory environment, including risk, governance and compliance requirements.
• Strong report-writing skills, with the ability to turn detailed financial information into clear, accurate and well-structured recommendations.
• Confident using Microsoft Office and financial planning technology, ideally including systems such as Xplan and Voyant.
• A natural collaborator who enjoys building strong relationships across Financial Planning, Investment Management and wider support teams