At Rathbones Financial Planning, our Paraplanners play a vital role in delivering thoughtful, high‑quality financial advice that genuinely makes a difference to the lives of our clients. We’re now looking for a Paraplanner to join our growing Glasgow team and support our Financial Planners with end‑to‑end advice delivery.
This is a fantastic opportunity if you enjoy variety, value collaboration, and want to work in a business where paraplanning expertise is respected, developed, and integral to client outcomes. You’ll be part of a supportive, friendly team with clear growth ambitions and a strong commitment to professional standards.
Role Title: Paraplanner
Division: Financial Planning
Location: Glasgow
Contract: Permanent
Working pattern: Hybrid
What you’ll be responsible for
You’ll provide comprehensive paraplanning support, working closely with Financial Planners to understand client needs and translate them into clear, compliant, and well‑structured advice. Your responsibilities will include:
* Producing high‑quality, timely and compliant suitability reports across a wide range of advice areas
* Attending client meetings where appropriate to help capture objectives, take detailed notes, and support advice formulation
* Preparing annual review packs, including cashflow modelling where required
* Supporting the delivery of an excellent ongoing client service proposition
* Responding to client queries where appropriate, ensuring clarity and professionalism
* Managing workflows effectively, setting realistic timeframes and balancing commercial priorities
* Working collaboratively with the Paraplanning Lead and wider team to continuously improve processes and outcomes
* Building strong working relationships across Rathbones to ensure a seamless client experience
* Maintaining your CPD record and completing all required training
* Acting as a buddy or mentor to newer or trainee paraplanners, supporting their development as the team grows
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply.
* Previous experience working in a Financial Planning firm as a Paraplanner
* CII Diploma in Regulated Financial Advice (Level 4) or equivalent
* Client‑centric approach to work and excellent communication & organisational skills
* Excellent understanding of the advice process and capable of confidently identifying appropriate solutions for clients across the full range of planning areas
* Able to analyse features, benefits and risks of products/policies, and make recommendations to clients with confidence
* Excellent understanding of risk and governance frameworks (internal & external) and the regulatory environment
* Excellent numeracy, MS Office Systems and report writing skills including PowerPoint
* Excellent knowledge of business systems such as Xplan or similar
* Experience with DFM processes would be ideal, but not essential
Our offer to you
We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.
We offer a comprehensive remuneration package, which we review regularly, and benefits include:
* Company pension – 9% non‑contributory or 10% if you contribute 5%
* Private medical insurance – Individual on joining, family after 1 year’s service
* Life assurance – 8 times salary
* Income protection – 75% of salary
* Company share scheme
* Flexible holidays – purchase up to 5 additional days
* Discretionary bonus
* Green Car Scheme
* Family friendly policies – enhanced family leave for parents & carers
* Study support – study days and funding for courses and qualifications
* Season travel ticket loans
* Volunteering days
* Gym discounts
* Other voluntary benefits you can choose to suit you
Mission
We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.
Our values shape how we work:
* We aim high
* We get it done
* We show we care
* We do the right thing
These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds.
We’re a Level 1 Disability Confident employer under the UK Government scheme. If you feel there are any reasonable adjustments that would make the process easier for you, let us know by emailing recruit@rathbones.com.
We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.
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