RBC Brewin Dolphin – Wealth Paraplanner

0000050471 RBC Europe Limited; Ipswich; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading financial institution in Ipswich is seeking an experienced Paraplanner to prepare financial plans and support Wealth Managers. This full-time position requires strong communication skills and a CII Level 4 Diploma in Regulated Financial Planning. The role offers opportunities for growth and development in a dynamic, collaborative team.

Benefits

Development opportunities

Collaborative work environment

Making a difference in client lives

Qualifications

• Previous experience as a Paraplanner is essential.
• Strong understanding of financial planning principles, tax wrappers, pensions, and investments.
• Ability to manage multiple priorities in a dynamic environment.

Responsibilities

• Prepare detailed financial plans and suitability reports.
• Conduct research and analysis across investments and tax planning strategies.
• Liaise with Wealth Managers and Administrators to ensure smooth advice delivery.

Skills

Attention to detail

Strong communication skills

Financial planning software

Proactive and organized

Education

CII Level 4 Diploma in Regulated Financial Planning or equivalent

Job description

Job Description

We have an excellent opportunity for an experienced Paraplanner to join the Ipswich or Norwich office on a permanent, full‑time basis.

As an experienced Paraplanner, you will demonstrate a proficient 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 other team members and be a key link between the support team and the Wealth Managers to ensure tasks are completed in a timely manner and to a high standard for the team.

For candidates that demonstrate the right attributes, there is opportunity to grow within the role and take on additional responsibilities over time, including people management, project work and involvement in wider group initiatives. RBC expects all employees and contractors to work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

Responsibilities

• 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.

Must‑have Qualifications

• Attained CII Level 4 Diploma in Regulated Financial Planning or equivalent as a minimum.
• 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

• Experience of, or a desire to, develop leadership and management skills.

Benefits

• 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.

Location and Employment

Address: 23 Museum Street, Ipswich, United Kingdom

Work hours per week: 35

Employment type: Full time, Regular Platform: Wealth Management

Posted date: 2025‑10‑22

Application deadline: 2025‑11‑28 (applications accepted until 11:59 PM on the day prior to the deadline).

Equal Employment Opportunity

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.