Rathbones
Paraplanner
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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 cash flow 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 timeframes, 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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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 & organizational skills
- Excellent understanding of the advice process and capable of confidently identifying appropriate solutions for clients across the 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 PowerPoint
- Excellent knowledge of business systems e.g. Xplan or similar
- Experience with DFM processes would be ideal, but not essential.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location