Senior 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: Senior Paraplanner

Department: Financial Planning

Location: London

The role

You will be supporting our team of highly qualified and experienced Financial Planning Directors in our growing Newcastle office.

You will be responsible for preparing and writing high quality and client focused advice as well as 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. Youll also be working with a wonderful team of financial planners and paraplanners.

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 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.
• To 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 and legislation and changes in internal processes and procedures.

Qualifications

• CII Diploma in Financial Planning or equivalent (essential)
• CII Chartered Financial Planner status (a minimum of 2 AF exams)

Knowledge & Experience

• 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.

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 Disability Confident Employer (level 2) 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 click here. If you require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.

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.