RBC Brewin Dolphin - Wealth Paraplanner

Royal Bank of Canada>; Birmingham; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading financial institution is seeking a Wealth Paraplanner in Birmingham to support Wealth Managers and ensure high standards in client service. This role requires strong communication skills, attention to detail, and a CII Level 4 Diploma, providing an exciting opportunity for professional growth.

Benefits

Flexible working options

Professional development opportunities

Dynamic work environment

Qualifications

• Must hold Level 4 Diploma in Regulated Financial Planning.
• Prior experience as a Paraplanner is necessary.
• Ability to meet tight deadlines.

Responsibilities

• Support Wealth Managers with client planning scenarios.
• Ensure compliance with regulations and standards.
• Produce financial plans under supervision.

Skills

Communication

Numeracy

Attention to detail

Education

CII Level 4 Diploma in Regulated Financial Planning

Equivalent qualification

Working towards CII Level 6 Diploma

Job description

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RBC Brewin Dolphin - Wealth Paraplanner, Birmingham

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Client:

Royal Bank of Canada>

Location:

Birmingham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

efc0fe3e5808

Job Views:

9

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

Job Summary

Job Description

What is the opportunity?

We have an excellent opportunity for a Wealth Paraplanner to support the team of Wealth Managers across our central region, including; Birmingham, Shrewsbury, Nottingham and Lincoln. We are happy to consider applicants based within a commutable distance to any of these offices.

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

What will you do?

Provides appropriate support to Wealth Managers.

Facilitates the smooth processing of new and existing business.

Liaises with any administration support.

Assists with monitoring the performance and work throughput of any administration support thereby ensuring standards are maintained and deadlines are met.

Understands and complies with regulations and principles applying to the role and RBCBD policies and procedures.

Adheres to Conduct Risk standards.

Broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios.

Analyses 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 Wealth Managers under supervision of more senior team members.

What do you need to succeed?

Must-have

CII Level 4 Diploma in Regulated Financial Planning or equivalent.

Previous experience as a Paraplanner

Clear and concise communication skills – oral and written.

Ability to meet deadlines/work within restricted timescales.

Nice-to-have

Working towards CII Level 6 Diploma in Regulated Financial Planning 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 additio nal details.

Job Skills

Additional Job Details

Address:

Job Summary

Job Description

What is the opportunity?

We have an excellent opportunity for a Wealth Paraplanner to support the team of Wealth Managers across our central region, including; Birmingham, Shrewsbury, Nottingham and Lincoln. We are happy to consider applicants based within a commutable distance to any of these offices.

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

What will you do?

• Provides appropriate support to Wealth Managers.

• Facilitates the smooth processing of new and existing business.

• Liaises with any administration support.

• Assists with monitoring the performance and work throughput of any administration support thereby ensuring standards are maintained and deadlines are met.

• Understands and complies with regulations and principles applying to the role and RBCBD policies and procedures.

• Adheres to Conduct Risk standards.

• Broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios.

• Analyses 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 Wealth Managers under supervision of more senior team members.

What do you need to succeed?

Must-have

• CII Level 4 Diploma in Regulated Financial Planning or equivalent.

• Previous experience as a Paraplanner

• Accuracy, numeracy, attention to detail.

• Clear and concise communication skills – oral and written.

• Ability to meet deadlines/work within restricted timescales.

Nice-to-have

• Working towards CII Level 6 Diploma in Regulated Financial Planning 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 additio nal details.

Job Skills

Additional Job Details

Address:

81 COLMORE ROW:BIRMINGHAM

City:

Birmingham

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-01

Application Deadline:

2025-06-27

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. 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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