RBC Brewin Dolphin - Wealth Paraplanner

RBC; Birmingham; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Wealth Paraplanner to join their Birmingham team. In this role, you will support Financial Advisers by analyzing clients' needs and constructing tailored financial solutions. This position offers a collaborative environment where your contributions will directly impact the success of clients and the community. With flexible working options and a commitment to professional development, this is a fantastic opportunity to grow your career in financial planning while making a meaningful difference.

Benefits

Flexible working options

Coaching and management opportunities

Collaborative team environment

Opportunities for professional development

Qualifications

• Experience as a Paraplanner with a strong understanding of financial solutions.
• Ability to analyze client needs and produce financial plans.

Responsibilities

• Support Financial Advisers with client planning and documentation.
• Ensure compliance with regulations and RBC policies.

Skills

Financial Planning

Communication Skills

Attention to Detail

Numeracy

Deadline Management

Education

CII Level 4 Diploma in Regulated Financial Planning

CII Level 6 Diploma in Regulated Financial Planning

Job description

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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 will you do?

• Provide appropriate support for Financial Advisers/Financial Planners.
• Facilitate the smooth processing of new and existing business.
• Liaise with administration support.
• Assist with monitoring the performance and work throughput of administration support to ensure standards are maintained and deadlines are met.
• Understand and comply with regulations, principles, RBCBD policies, and procedures.
• Adhere to Conduct Risk standards.
• Maintain a broad understanding of core Financial Planning solutions and develop knowledge through exposure to client planning scenarios.
• Analyze clients’ aims and needs to construct solutions for communication by advisors.
• Produce robust financial plans and analytical information supporting Financial Planners and Advisers under supervision.

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 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 mutual success.

• Leaders who support your development through coaching and management 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 or any other company location. RBC only pays fees to agencies with prior agreements and does not pay fees for unsolicited resumés. Contact the Recruitment team for additional details.

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: 2025-05-15

Inclusion and Equal Opportunity Employment

At RBC, we believe a diverse and inclusive workplace is key to our growth. We foster a respectful environment where employees can perform at their best, collaborate, innovate, and grow professionally. We are committed to policies and programs that promote respect, belonging, and opportunity for all.

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