Paraplanner

Job Title: Paraplanner

Department: RIM Specialist Teams

Location: London, Liverpool

Contract Type: Permanent

Reporting to: Oliver Craven

Outcomes for the role

• Be responsible for creating and delivering high quality, compliant and timely suitability reports to RFP 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 Manager and team to deliver results.
• Ability to manage expectations and provide clear & realistic timeframes
• 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 & ensure completion of all Group training requirements
• Buddy/Mentor to new/trainee members of team, assist with training and development where appropriate

Skills and knowledge

• 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 ie. X plan/RID
• CII Diploma in Regulated Financial Advice (Level 4) or equivalent
• 2/3 years as a Paraplanner
• Experience of working with centrally devised tools, templates and guidance.