Paraplanner: Complex Financial Planning & Reports

Posted 1 day 10 hours ago by Rathbones Group

Permanent
Full Time
Other
Gloucestershire, Cheltenham, United Kingdom, GL501
Job Description

Rathbones Group is seeking a Paraplanner to support Financial Planners by delivering tailored, compliant advice and high-quality planning reports. You'll work with a supportive team on diverse client cases, gaining experience across breadth of financial planning and developing your technical knowledge within a robust risk and governance framework.

You'll own paraplanning work, prepare suitability reports, cashflow plans and reviews, and collaborate with colleagues to provide clear