RBC Brewin Dolphin - Wealth Paraplanner

RBC; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

RBC is seeking a Wealth Paraplanner in Birmingham to support financial advisers with solid planning solutions. The role includes analyzing client objectives, preparing comprehensive financial plans, and ensuring compliance with regulations while offering opportunities for development within a collaborative team.

Benefits

Flexible working options

Coaching and development opportunities

Dynamic and high-performing team environment

Qualifications

• Previous experience as a Paraplanner.
• Ability to meet deadlines/work within restricted timescales.

Responsibilities

• Provides support for Financial Advisers/Financial Planners.
• Analyses client’s aims and needs to construct financial solutions.
• Monitors the performance and work throughput of administration support.

Skills

Attention to detail

Communication skills

Numeracy

Education

CII Level 4 Diploma in Regulated Financial Planning or equivalent

Job description

Join to apply for the RBC Brewin Dolphin - Wealth Paraplanner role at RBC

1 week ago Be among the first 25 applicants

Join to apply for the RBC Brewin Dolphin - Wealth Paraplanner role at RBC

What is the opportunity?

We have an excellent opportunity for a Wealth Paraplanner to join the team in Birmingham. 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.

Job Summary

Job Description

What is the opportunity?

We have an excellent opportunity for a Wealth Paraplanner to join the team in Birmingham. 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 for Financial Advisers/Financial Planners.
• 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 Financial Planners and Financial Advisers 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 additional 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:

2025-06-17

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking and Financial Services

Referrals increase your chances of interviewing at RBC by 2x

Sign in to set job alerts for “Paraplanner” roles.

Birmingham, England, United Kingdom 3 weeks ago

West Midlands, England, United Kingdom 3 weeks ago

Birmingham, England, United Kingdom 3 weeks ago

Bromsgrove, England, United Kingdom 1 week ago

Bromsgrove, England, United Kingdom 3 weeks ago

Bromsgrove, England, United Kingdom 1 week ago

Bromsgrove, England, United Kingdom 4 weeks ago

Birmingham, England, United Kingdom 6 days ago

Royal Leamington Spa, England, United Kingdom 5 days ago

Birmingham, England, United Kingdom 6 hours ago

Bromsgrove, England, United Kingdom 1 week ago

Coventry, England, United Kingdom 4 weeks ago

Paraplanner - Flexible - 2 days per week in office

Bromsgrove, England, United Kingdom 3 weeks ago

Wealth Management Administrator / Paraplanner

Band 4 Team Co-Ordinator - Yewcroft CMHT

Birmingham, England, United Kingdom 4 days ago

Royal Leamington Spa, England, United Kingdom 4 days ago

Royal Leamington Spa, England, United Kingdom 5 days ago

Birmingham, England, United Kingdom 1 day ago

West Midlands, England, United Kingdom 3 weeks ago

Birmingham, England, United Kingdom 1 week ago

Band 3 Outpatient Administrator - Barberry Centre

Birmingham, England, United Kingdom 1 week ago

West Midlands, England, United Kingdom 6 days ago

Kenilworth, England, United Kingdom 3 weeks ago

Warwick, England, United Kingdom 1 week ago

Warwick, England, United Kingdom 1 week ago

Walsall, England, United Kingdom 1 week ago

Birmingham, England, United Kingdom 1 week ago

Secretary – Commercial Property – Birmingham

Coventry, England, United Kingdom 5 days ago

Worcester, England, United Kingdom 22 hours ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.