Paraplanner

Licensed sponsor Liverpool Full-time Posted 11 hours ago

Job description:

Role Title: Paraplanner
Division: Rathbones Financial Planning
Location: Liverpool
Contract: 12-month FTC
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 large and growing 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.
Use your technical knowledge and judgement to identify appropriate solutions across a broad and varied range of financial planning needs.
Build strong client relationships, responding to queries and joining client meetings where appropriate to better understand their needs, goals and circumstances.
Bring together client information and product research to help shape clear, well-reasoned and suitable recommendations.
Manage your workload, balancing priorities and taking responsibility for delivering time-critical work.

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.

We offer:

Our offer to you

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
· Life assurance- 8 x salary
· Income protection- 75 % salary
· Company share scheme
· Flexible holidays – purchase up to 5 additional days
· Discretionary bonus
· Family friendly policies – enhanced family leave for parents & carers
· Volunteering days
· Gym discounts
· Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

· Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.

· Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.

· The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

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.

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 feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at recruit@rathbones.com

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work

We aim high
We get it done
We show we care
We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.