Associate Wealth Paraplanner

RBC Brewin Dolphin; Bath; Hybrid; GBP 40,000 - 52,000; Full time

Job summary

RBC in Bath is seeking an Associate Wealth Paraplanner to support our Wealth Managers and Financial Planners, ensuring smooth handling of new and existing business while working primarily in the office.

This role offers a clear path to develop expertise in financial planning, with opportunities to contribute to client solutions and stay aligned with Conduct Risk standards while gaining exposure to a high-performing team.

Qualifications

• Clear and concise communication skills – oral and written.
• Ability to meet deadlines within restricted timescales.

Responsibilities

• Provide support for Wealth Managers / Financial Planners.
• Facilitate the smooth processing of new and existing business.
• Monitor administration work to ensure deadlines and standards are met.
• Adheres to Conduct Risk standards.
• Understand core Financial Planning solutions and build knowledge through client planning scenarios.

Skills

Clear communication

Deadline-driven

Initiative

Education

CII Level 4 Diploma or equivalent

Job description

What is the opportunity?

We have a fantastic opportunity available for an Associate Wealth Paraplanner to join our Bath office on a permanent basis.

Job Description

What is the opportunity?

We have a fantastic opportunity available for an Associate Wealth Paraplanner to join our Bath office on a permanent basis.

In this position you will provide support for a group of our Wealth Managers and Planners, facilitating a smooth process of new & existing business.

RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

• Provide appropriate support for Wealth Managers / Financial Planners.
• Facilitate the smooth processing of new and existing business.
• Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met.
• Adheres to Conduct Risk standards.
• Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios.
• Analyse client’s aims and needs to construct solutions as a tool for advisors to communicate to clients.
• Production of robust financial plans and analytical information in support of Financial Planners and Wealth Managers under supervision of more senior team members.
• Provide guidance to more junior team members and support senior team members as required to contribute to the completion of tasks in a timely manner and to a high standard.
• Support colleagues with client interaction and by developing an awareness of client management and advice processes.
• Supports delivery of client service under the guidance of Wealth Managers / Financial Planners.

What do you need to succeed?

Must-have

• Clear and concise communication skills – oral and written.
• Ability to meet deadlines/work within restricted timescales.
• Ability to work on own initiative to achieve required results.

Nice-to-have

• Working or planning to work towards CII Level 4 Diploma or equivalent.

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.

Job Skills

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Additional Job Details

Address: QUEEN SQUARE PLACE:BATH

City: Bath

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-08-18

Application Deadline: 2026-09-01

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.