Associate Wealth Paraplanner — Planning Support & Growth

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

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.