Paraplanner — Client-Focused Financial Planning Expert
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-06-12
Listing for:
Rathbone Brothers
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Services, Financial Analyst, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Rathbone Brothers is seeking a Paraplanner to provide top-level support to Financial Planners, ensuring client needs are met. Located in London, this fixed-term hybrid role requires a strong understanding of advice processes and excellent client management skills.
Responsibilities include analyzing client needs, managing documentation, and delivering quality work. The ideal candidate should possess the Level 4 CII Diploma and be proactive in building client relationships. Benefits include pension contributions, private medical insurance, and more.
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