Rathbones is hiring a Paraplanner in Exeter to support our Financial Planning Director with high-quality, client-focused advice and annual reviews. Key responsibilities include preparing cash flows, accompanying directors to meetings, and managing workflows effectively. Candidates should have a CII Diploma in Financial Planning, a minimum of 3 years' paraplanning experience, and a strong understanding of UK tax and pension arrangements. The role offers hybrid working options and supportive development opportunities.
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