Wealth Planning Assistant

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title: Wealth Planning Assistant

Department: RIM

Location: London

Contract Type: Permanent

Reporting to: Hannah Goody

The Role

To help sustainably maintain and grow the client base by providing support to the Wealth planning team.

Outcomes of the Role

Creation of reports where necessary for Investment Management only business.

• Assisting paraplanners in creating Suitability Reports.
• Preparation of meeting notes and supporting documentation for planning reports. Preparation of meeting packs/review notes, including portfolio performance, asset/income schedules and estate notes.
• Attend client meetings where required.
• Able to articulate client circumstances and investment/planning needs.
• Keeping knowledge up to date about the global economy, financial news, markets, tax legislation, industry, and regulatory environment.
• Have a working understanding of business systems proficiency (inc. RID, InvestCloud, Xplan).
• Keep up to date with Policies & procedural knowledge

Knowledge, Skills and Experience

• Excellent interpersonal skills with the ability to communicate effectively   with Investment Managers, and key stakeholders internally and externally.
• Exceptional focus on attention to detail and strong numerical skills.
• Highly IT literate with an ability to learn new systems.
• Excellent working knowledge of Microsoft Office Word, Excel and PowerPoint.
• Competent at working to deadlines and managing own time.
• Flexible attitude to work in response to changing workloads and deadlines within the team.
• Relevant investment administration experience. Working towards achieving the Investment Advice Diploma (IAD):
• The successful candidate will be encouraged to study towards further qualifications.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.