Senior Paraplanner

Responsibilities

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.

Work 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.

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 ...