Paraplanner

Role Title: Paraplanner Division: Rathbones Financial Planning Location: Cheltenham Contract: 12-month Fixed Term Contract Working pattern: Hybrid About the Role As a Paraplanner at Rathbones, you’ll play a key role in delivering high-quality financial planning advice and helping our clients achieve their long-term goals.

Working closely with our Financial Planners, you’ll use your technical expertise to understand individual client needs and turn them into clear, tailored and compliant advice. You’ll join a supportive team, working on a wide variety of interesting and often complex client cases, meaning no two days are quite the same.

With exposure to different financial planning needs and scenarios, this is a fantastic opportunity to broaden your experience, develop your technical knowledge and build your career within financial planning. You’ll also have the autonomy to manage your work effectively, supported by a strong risk and governance framework.

What you’ll be responsible for If you meet some of these criteria and are excited about the role, we encourage you to apply Play an important role throughout the advice journey, preparing high-quality suitability reports, reviews and cashflow plans, while helping Financial Planners bring complex advice to life for clients.

Take ownership of your paraplanning work, delivering accurate, well-presented and compliant advice within agreed timescales. Collaborate with Financial Planners, fellow Paraplanners and wider support teams to deliver consistently excellent outcomes for clients, sharing knowledge and providing practical support to colleagues when needed Use your technical knowledge and judgement to identify appropriate solutions across a broad and varied range of financial planning needs.

Build strong client relationships and respond to queries where appropriate to better understand client needs, goals and circumstances. Bring together client information and product research to help shape clear, well-reasoned and suitable recommendations. Take responsibility for managing your workload, balancing priorities and taking responsibility for delivering time-critical work as well as a willingness to help others on the team as required.

About you

Strong experience as a Paraplanner or in a similar technical financial planning role, with the confidence to support advisers across a broad range of client needs. Level 4 CII Diploma in Regulated Financial Planning, or an equivalent qualification, is essential. A strong understanding of the end-to-end financial advice process, with the ability to identify suitable solutions across a wide range of financial planning areas.

A genuinely client-focused approach, combined with excellent written and verbal communication skills. Professional, organised and self-motivated, with a keen eye for detail and pride in producing high-quality work. Comfortable working independently within agreed parameters, using sound judgement and initiative when approaching complex cases.

A good understanding of the financial services regulatory environment, including risk, governance and compliance requirements. Strong report-writing skills, with the ability to turn detailed financial information into clear, accurate and well-structured recommendations. Confident using Microsoft Office and financial planning technology, ideally including systems such as Xplan and Voyant.

A natural collaborator who enjoys building strong relationships across Financial Planning, Investment Management and wider support teams