Senior Paraplanner

Responsibilities

Prepare cashflows to help our clients meet their long‑term financial goals and objectives.

Accompany the Financial Planning Directors to client meetings, prepare meeting notes, and conduct research required to deliver advice and reviews for Rathbones Financial Planning clients.

Work closely with the Financial Planning Directors and all stakeholders to enable delivery of the income objectives for the team.

Brief the Financial Planner Directors on individual client issues to be discussed at meetings and contact clients when necessary.

Proactively work with the FPA Manager and team colleagues to ensure best practice ideas are shared amongst the team.

Highlight any improvements to processes, templates and tools to the FPA Manager to support the quality and delivery of client advice.

Manage own work; set and meet realistic expectations given to the Financial Planning Directors and FPA Manager.

Ensure a commercial and pragmatic approach to workflow management.

Actively contribute to the success of the team through the adoption and promotion of new practices, keeping a positive outlook and working as part of the team.

Maintain effective working relationships with other teams within Rathbones.

Proactively and continually expand your financial planning knowledge with continued wider reading whilst remaining up to date on advice standards, legislation and changes in internal processes and procedures.

CII Diploma in Financial Planning or equivalent (essential)

CII Chartered Financial Planner status (a minimum of 2 AF exams)

Minimum 3 years paraplanning experience.

Ideally, experience of working as part of a team of paraplanners with a paraplanning manager.

Experience of working with centrally devised tools, templates, and guidance.

Experience of managing own work queue and being responsible for the quality of work produced.

High level of technical language of UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax.

High level of technical knowledge in relation to all types of pension arrangements and all aspects of estate planning.