Negotiable
Overview
What is the opportunity?
We have an excellent opportunity for a Wealth Paraplanner to join the team in London on a permanent basis. As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and build knowledge through exposure to client planning scenarios. You will analyse our clients'' aims and needs to construct solutions as a tool for advisors to communicate to clients.Responsibilities
Provides appropriate support for Financial Advisers/Financial Planners.Facilitates the smooth processing of new and existing business.Liaises with administration support.Assists with monitoring the performance and work throughput of administration support, ensuring standards are maintained and deadlines are met.Understands and complies with regulations and principles applying to the role and RBCBD policies and procedures.Adheres to Conduct Risk standards.Broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios.Analyses client aims and needs to construct solutions as a tool for advisors to communicate to clients.Produces robust financial plans and analytical information in support of Financial Planners and Financial Advisers under supervision of more senior team members.Qualifications
Must-haveCII Level 4 Diploma in Regulated Financial Planning or equivalent.Accuracy, numeracy, attention to detail.Clear and concise communication skills – oral and written.Ability to meet deadlines/work within restricted timescales.Nice-to-haveKnowledge of RBC Brewin Dolphin values.What is in it for you?
We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Leaders who support your development through coaching and managing opportunities.Opportunities to work with the best in the field.Ability to make a difference and lasting impact.Work in a dynamic, collaborative, progressive, and high-performing team.Flexible working options fully supported.Additional Job Details
Address:
12 SMITHFIELD STREET, LONDONCity:
LondonCountry:
United KingdomWork hours/week:
35Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2025-07-01Application Deadline:
2025-09-17Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion
and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our growth. RBC strives to deliver a workplace based on respect, belonging and opportunity for ..... full job details .....
Negotiable