Paraplanner
Licensed sponsor London Contract Posted 3 hours ago
Job description
- Role Title: Paraplanner
- Location: London
- Division: Rathbones Financial Planning
- Contract: Fixed Term contract until 1 June 2027
- Working pattern: Hybrid
About the Role
To provide a high level of paraplanning support to Rathbones Financial Planners, demonstrating a clear ability to understand client needs and objectives, and devise appropriate advice solutions in line with the wider business objectives
What you’ll be responsible for
- Excellent client management skills, responds to client queries and attends client meetings where appropriate to assist with understand the client needs and produces associated meeting notes/ documents.
- Support the Financial Planner to manage and deliver the ongoing client service strategy and can explain complex concepts in simple terms.
- Be responsible for creating and delivering high quality, compliant and timely work to support RFP colleagues and Clients,
- Proactively work with manager and team to deliver results
Financial Planning and technical development
- Strong understanding of the advice process and can identify appropriate client solutions across all planning areas.
- Analyses product features, benefits, and risks to formulate clear and confident recommendations
- Actively requesting exposure to relevant advice areas to ensure holistic understanding.
- Receives feedback and acts on appropriately with a view to developing their client facing skills
- Prepare Annual Review documentation including cashflow modelling where appropriate.
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply
- Professional, self motivated & organised
- Confident and able to work under own initiative
- Client centric approach to work and excellent communication & organisational skills
- Good 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 support with making recommendations to clients with confidence
- Good 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 and competence of business systems ie. Xplan/RID/Voyant
- Clear written and verbal communication skills
- Client centric mindset with a proactive approach to service
- Builds and maintains effective relationships internally and externally
Professional experience and qualifications (where necessary)
- Has achieved Level 4 CII Diploma in Regulated Financial Planning or equivalent
- A minimum of 2 years as a Paraplanner
- Experience of working with centrally devised tools, templates and guidance.
