Senior Paraplanner

Senior Paraplanner

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.

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 tea...