Paraplanner

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Department:
Divisional Head - Jane Mathias

Job Category:
Front Office

Location:

London, GB, EC2V 7QN

Date: 3 Sept 2026

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn
* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.

* As of June 2025

Role

Title:

Paraplanner

Division: RFP

Location: London

Contract: FTC - 12 Months

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.

• 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

• 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.

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 Power Point
• 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

• 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

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 – Individual on joining, family after 1…