Paraplanner

At Rathbones we help people invest their money well so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money we guide people through lifes big moments helping them stay on track and focus on what matters most.

Were proud to be one of the UKs leading wealth managers with over 109bn* in assets under management and 20 offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
*As of June 2025

Role Title: Paraplanner- Financial Planning

Division: Rathbones Financial Planning

Location: Edinburgh

Contract: Permanent

Working pattern: Hybrid

About the role

At Rathbones Financial Planning our paraplanners play a vital role in delivering thoughtful highquality financial advice that genuinely makes a difference to clients lives. Were now looking for an experienced Paraplanner to join our growing Edinburgh team and support our Financial Planners with endtoend 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. Youll be part of a supportive expanding team with clear growth ambitions and a strong commitment to professional standards.

By joining Rathbones you will be part of a respected longestablished wealth management firm with a strong clientfirst 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 worklife balance.

If youre 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 Edinburgh.

What youll be responsible for

Youll provide comprehensive paraplanning support working closely with Financial Planners to understand client needs and translate them into clear compliant and wellstructured advice. Your responsibilities will include:

• Producing highquality 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 cashflow 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

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 & organisational skills
• Excellent 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 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

Our offer to you

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 years service
• Life assurance - 8 x salary
• Income protection 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies enhanced family leave for parents & carers
• Study support study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing growth development and sense of include:

• Sports & Social Committees such as cricket football netball running yoga quiz nights charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance Multicultural Abilities Count Pride Social Mobility Generations Menopause and Armed Forces.
• The NextGen IM Network which brings together a community of trainees from across the UK who are all at the early stages of their careers and offers development opportunities exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all.

We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

Were a Level 2 Disability Confident Employer under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit retain and develop people with disabilities. Find out more about the Government Scheme online.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability neurodiversity or other protected characteristic just let us know by emailing us at

Mission

We believe in playing the long game. That means building consistent results earning trust and doing the right thing for our clients our colleagues and the communities were part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These arent just words on a wall. They guide how we treat each other how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you dont miss out.