Wealth Paraplanner

Royal Bank of Canada>; Bath; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A prominent financial institution is seeking an experienced Paraplanner for its Bath office. The role involves preparing financial plans, conducting research, and ensuring recommendations align with client needs. Strong knowledge in financial principles and a minimum CII Level 4 Diploma is required. The position is full-time with some flexibility for remote work. This is an opportunity to thrive in a collaborative and high-performing team, with support for professional development.

Benefits

Coaching and development opportunities

Dynamic work environment

Collaborative team culture

Qualifications

• Experience as a Paraplanner is essential.
• Strong understanding of financial planning principles and investments.
• Confident in client communication and relationship building.

Responsibilities

• Prepare detailed financial plans and reports for Wealth Managers.
• Conduct research across financial strategies and review client portfolios.
• Liaise with relevant stakeholders to ensure smooth delivery of advice.

Skills

Attention to detail

Strong communication skills

Organised

Proactive

Education

CII Level 4 Diploma in Regulated Financial Planning

CII Level 6 Diploma (preferred)

Tools

Financial planning software

Job description

Overview

We have an excellent opportunity for an experienced Paraplanner to join the Bath office on a permanent basis.

As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and have gained 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.

We are looking for someone who thrives in a collaborative environment and is passionate about delivering high-quality technical support to wealth managers and clients alike. You will 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 for the team.

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?

• Prepare detailed financial plans, suitability reports, and recommendation documents for Wealth Managers.
• Support the preparation of client review and new client meetings.
• Conduct research and analysis across investments, pensions, protection, and tax planning strategies.
• Review client portfolios, ensuring recommendations align with objectives, risk tolerance, and compliance requirements.
• Liaise with Wealth Managers, Administrators, and product providers to ensure the smooth delivery of advice and implementation.
• Maintain accurate client records and support the ongoing development of advice processes.

What do you need to succeed?

Must-have

• Attained CII Level 4 Diploma in Regulated Financial Planning or equivalent as a minimum and ideally working towards CII Level 6 or equivalent.
• Previous experience as a Paraplanner.
• Strong understanding of financial planning principles, tax wrappers, pensions, and investments.
• Excellent attention to detail.
• Strong communication skills, with the ability to build relationships with colleagues and clients.
• Confident using financial planning software.
• Organised, proactive, and able to manage multiple priorities in a dynamic environment.

Nice-to-have

• Attained CII Level 6 Diploma in Regulated Financial Planning or equivalent.

What is in it for you?

• 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.

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 pays fees to agencies where they have entered into a prior agreement to do so and in any event does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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: 2026-01-12

Application Deadline: 2026-01-26

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. 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.

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Current Vacancy Notice

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.