Rathbones
Paraplanner
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Role: Paraplanner
Department: Rathbones Financial Planning
Location: Edinburgh
Contract Type: Permanent
The Role
You will be supporting our highly qualified and experienced Financial Planning Directors in our growing Edinburgh office.
You will be responsible for:
- Preparing and writing high quality and client-focused advice
- Helping with annual reviews to allow us to deliver an excellent service to our clients
We offer full exam support, hybrid working, as well as a supportive and developmental environment.
Outcomes of the Role
- Be responsible for creating and delivering high quality advice and service to clients of Rathbones Financial Planning.
- 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.
- Working closely with the Financial Planning Directors and all stakeholders to enable delivery of the income objectives for the team.
- Brief the Financial Planning Directors on individual client issues to be discussed at meetings and contact clients when necessary.
- Proactively work with the Paraplanning Lead and team colleagues to ensure best practice ideas are shared amongst the team.
- To highlight any improvements to processes, templates, and tools to the Paraplanning Lead to support the quality and delivery of client advice.
- Manage own work; set and meet realistic expectations given to the Financial Planning Directors and Paraplanning Lead.
- 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 and legislation and changes in internal processes and procedures.
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Qualifications
- CII Diploma in Financial Planning or equivalent (essential)
- CII Chartered Financial Planner status (desirable)
Knowledge & Experience
- Minimum 3+ years’ paraplanning experience.
- 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.
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