Paraplanner

: Role Title: Paraplanner Division: RFP Location: London Contract: FTC - 12 Months   About the Role To 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.   What you'll be responsible for -Excellent client management skills, responds to client queries and attends client meetings where appropriate to assist with understand the client needs and produces associated meeting notes/ documents. -Support the Financial Planner to manage and deliver the ongoing client service strategy and can explain complex concepts in simple terms. -Be responsible for creating and delivering high quality, compliant and timely work to support RFP colleagues and Clients, -Proactively work with manager and team to deliver results   Financial Planning and technical development: -Strong understanding of the advice process and can identify appropriate client solutions across all planning areas. -Analyses product features, benefits, and risks to formulate clear and confident recommendations -Actively requesting exposure to relevant advice areas to ensure holistic understanding. -Receives feedback and acts on appropriately with a view to developing their client facing skills -Prepare Annual Review documentation including cashflow modelling where appropriate.   About you -Professional, self motivated & organised -Confident and able to work under own initiative -Client centric approach to work and excellent communication & organisational skills -Good 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 support with making recommendations to clients with confidence -Good 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 and competence of business systems ie. Xplan/RID/Voyant -Clear written and verbal communication skills -Client centric mindset with a proactive approach to service -Builds and maintains effective relationships internally and externally  Professional experience and qualifications (where necessary) -Has achieved Level 4 CII Diploma in Regulated Financial Planning or equivalent -A minimum of 2 years as a Paraplanner -Experience of working with centrally devised tools, templates