Job Description
Company description:
A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.
Job description:
Role Title: Paraplanner- Financial Planning
Division: Rathbones Financial Planning
Location: Edinburgh
Contract: Permanent
Working pattern: Hybrid
About the Role
In this role you will provide a high level of paraplanning support to Rathbones Financial Planners, demonstrating a clear ability to understand client needs and objectives, and deviseappropriate advice solutions in line with the wider business objectives.
This is a fantastic opportunity to work on a wide variety of work and be part of a supportive and expanding team as they pursue growth.
What youll be responsible for
1. Creating and delivering high quality, compliant and timely suitability reports for Financial Planners and Clients.
2. Attend client meetings with Financial Planner (where appropriate) to assist with understanding client needs and produce associated meeting notes/documents for discussion with planner.
3. Respond to client queries where appropriate to do so.
4. Support the Financial Planner ...