Paraplanner

Company description:
A rewarding place to work. At Rathbones, We invest in everyone's tomorrow – that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.

Job description:

Role

Title:

Paraplanner
Division:
Financial Planning

Location:

Bristol

Contract:

Permanent
Hiring Manager:
Financial Planning Lead
Working pattern:
Hybrid
About the Role
At Rathbones Financial Planning, our Paraplanners play a vital role in delivering thoughtful, high-quality financial advice that genuinely makes a difference to the lives of our clients. We're now looking for a Paraplanner to join our growing Bristol team and support our Financial Planners with end-to-end advice delivery.
This is a fantastic opportunity if you enjoy variety, value collaboration, and want to work in a business where paraplanning expertise is respected, developed, and integral to client outcomes. You'll be part of a supportive, friendly team with clear growth ambitions and a strong commitment to professional standards.
By joining Rathbones, you will be part of a respected, long-established wealth management firm with a strong client-first culture. You will enjoy varied, technically interesting work rather than a narrow or repetitive remit. You will be working in a collaborative environment where Paraplanners are seen as trusted professionals. On top of this we offer hybrid working to support flexibility and work–life balance.
If you're a Paraplanner who enjoys high standards, teamwork, and playing a key role in delivering quality financial planning, this is an excellent opportunity to develop your career with Rathbones in Bristol.
What you'll be responsible for
You'll provide comprehensive paraplanning support, working closely with Financial Planners to understand client needs and translate them into clear, compliant, and well-structured advice. Your responsibilities will include:
Producing high-quality, timely and compliant suitability reports across a wide range of advice areas
Attending client meetings where appropriate to help capture objectives, take detailed notes, and support advice formulation
Preparing annual review packs, including cashflow modelling where required
Supporting the delivery of an excellent ongoing client service proposition
Responding to client queries where appropriate, ensuring clarity and professionalism
Managing workflows effectively, setting realistic time frames and balancing commercial priorities
Working collaboratively with the Paraplanning Lead and wider team to continuously improve processes and outcomes
Building strong working relationships across Rathbones to ensure a seamless client experience
Maintaining your CPD record and completing all required training
Acting as a buddy or mentor to newer or trainee paraplanners, supporting their development as the team grows
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply
Previous experience working in a Financial Planning firm as a Paraplanner
CII Diploma in Regulated Financial Advice (Level
4) or equivalent
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 Power Point
Excellent knowledge of business systems e.g.. Xplan or similar

Experience with DFM processes would be ideal, but not essential.