Associate Wealth Paraplanner

Royal Bank of Canada>; Glasgow; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading financial institution in Glasgow is seeking an Associate Paraplanner to provide crucial support for Wealth Managers and Financial Planners. The role involves facilitating business processes, monitoring performance, and constructing financial plans. Ideal candidates will have strong communication skills, meet deadlines, and ideally be pursuing the CII Level 4 Diploma. This full-time position includes flexible work options, fostering a collaborative and dynamic work environment.

Benefits

Flexible working options

Development through coaching

Dynamic and collaborative team

Qualifications

• Strong communication skills are essential for the role.
• Must be able to meet tight deadlines.
• Ability to work autonomously to achieve desired results.

Responsibilities

• Provide support for Wealth Managers and Financial Planners.
• Facilitate processing of new and existing business.
• Monitor performance and ensure standards are maintained.
• Analyze client aims and construct suitable solutions.
• Produce robust financial plans under supervision.

Skills

Clear and concise communication skills

Ability to meet deadlines

Ability to work on own initiative

Education

CII Level 4 Diploma or equivalent

Job description

Overview

We have a fantastic opportunity available for an Associate Paraplanner to join our Glasgow 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.
• Flexible working options fully supported.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

#RBCBD

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Job Description

What is the opportunity?

We have a fantastic opportunity available for an Associate Paraplanner to join our Glasgow 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.
• Flexible working options fully supported.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

#RBCBD

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address: 8TH FLOOR, CADWORKS 41, WEST CAMPBELL STREET:GLASGOW

City: Glasgow

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-12-11

Application Deadline: 2026-02-10

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

Inclusion and Equal Opportunity Employment

At 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. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

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.