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Financial Planning Paraplanner

3 months ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

Company Overview:

At Rathbones Group Plc, we are dedicated to shaping a prosperous future for our clients and our team members alike. We believe in investing in the potential of our employees, fostering an environment where talent can thrive and develop.

Position Overview:

Title: Paraplanner

Department: Financial Planning

Role Summary:

The Paraplanner plays a crucial role in supporting the financial planning team by providing comprehensive research and analysis to assist in the development of tailored financial strategies for our clients.

Key Responsibilities:

  1. Conduct detailed financial analysis and prepare reports to support client recommendations.
  2. Collaborate with financial planners to develop personalized investment strategies.
  3. Maintain up-to-date knowledge of financial products and market trends.
  4. Assist in the preparation of client documentation and presentations.
  5. Ensure compliance with regulatory requirements and internal policies.

Qualifications:

The ideal candidate will possess strong analytical skills, attention to detail, and a passion for delivering exceptional client service. A background in finance or a related field is preferred.

At Rathbones, we are committed to providing our employees with a rewarding career path and opportunities for professional growth.