Associate Wealth Paraplanner: Impactful Planning Support

Royal Bank of Canada; Bathampton; Hybrid; GBP 32,000 - 46,000; Full time

Job summary

Royal Bank of Canada is seeking an Associate Wealth Paraplanner to join the Bath office on a permanent basis. You will support Wealth Managers and Financial Planners, helping to process new and existing business and maintain service standards.

The role involves learning core financial planning solutions, analysing client aims, and producing robust financial plans under supervision. A mix of office presence with up to one remote day per week is expected.

Qualifications

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

Responsibilities

• 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, thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper.
• 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.

Skills

Communication

Critical Thinking

Customer Service Management

Decision Making

Detail-Oriented

Group Problem Solving

Interpersonal Relationship Management

Operational Delivery

Time Management

Trust Operations Management

Job description

Royal Bank of Canada is seeking an Associate Wealth Paraplanner to join the Bath office on a permanent basis. You will support Wealth Managers and Financial Planners, helping to process new and existing business and maintain service standards.

The role involves learning core financial planning solutions, analysing client aims, and producing robust financial plans under supervision. A mix of office presence with up to one remote day per week is expected.