Rathbones in Bristol is seeking a Paraplanner to support Financial Planners with end-to-end advice delivery. You will produce high-quality suitability reports, attend client meetings, and prepare annual review packs, including cashflow modelling. A client-centric approach and strong communication skills are essential.
You will work as part of a collaborative team that values professional standards, growth, and a flexible hybrid working model to support work-life balance.
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West of England
At Rathbones Financial Planning, our Paraplanners play a vital role in delivering thoughtful, high‑quality financial advice that genuinely makes a…
Bristol
A rewarding place to work. At Rathbones, We invest in everyone's tomorrow – that includes our people.
Newport
A rewarding place to work. At Rathbones, We invest in everyone's tomorrow – that includes our people.
Bath
A rewarding place to work. At Rathbones, We invest in everyone's tomorrow – that includes our people.
Bradley Stoke
A rewarding place to work. At Rathbones, We invest in everyone's tomorrow – that includes our people.
St Albans
fs talent in the St Albans area is seeking an experienced Paraplanner to support Financial Planners and the client support team.
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