Paraplanner

CompanyRathbones

LocationEdinburgh, Scotland, United Kingdom

Posted At1/25/2026

UK Visa Sponsorship Analytics

Occupation Type

Finance and investment analysts and advisers

Occupation Code Skill LevelHigher Skilled

Sponsorship Salary Threshold

£45,800 (£23.49 per hour)

Occupation rate applies

Above analytics are generated algorithmically based on job titles and may not always be the same as the company's job classification. You can also check detailed occupation eligibility, and salary criteria on our UK Visa Eligible Occupations & Salary Thresholds page.

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Description

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 devise appropriate 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 you’ll be responsible for

Creating and delivering high quality, compliant and timely suitability reports for Financial Planners and Clients.
Attend client meetings with Financial Planner (where appropriate) to assist with understanding client needs and produce associated meeting notes/documents for discussion with planner.

Respond to client queries where appropriate to do so.

Support the Financial Planner to manage and deliver the ongoing client service strategy.

Prepare Annual Review documentation including cashflow modelling where appropriate.

Proactively work with the Paraplanning Lead and team to deliver results.

Ability to manage expectations and provide clear and realistic timeframes

Ensure a commercial and pragmatic approach to workflow management.

Actively contribute to the success of the team through adoption and promotion of new practices, positive outlook and teamwork.

Maintain effective working relationships with other teams within Rathbones.

Maintain personal CPD log and ensure completion of all Group training requirements.

Buddy/Mentor to new/trainee members of team, assist with training and development where appropriate

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 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 e.g.. Xplan or similar

Profile description:

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
*As of June 2025

We offer:

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:

· A 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 x salary

· Income protection – 75 % 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

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

· Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.

· Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.

· The NextGen IM Network

, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at recruit@rathbones.com