RBC Brewin Dolphin - Wealth Paraplanner

Brewin Dolphin Holdings PLC; London; On-site; GBP 35,000 - 65,000; Full time

Job summary

An established industry player is seeking a dedicated Wealth Paraplanner to join their dynamic team in London. This exciting role involves supporting Wealth Managers, analyzing client needs, and crafting robust financial plans. The company values progressive thinking and teamwork, providing opportunities for personal and professional growth. With a comprehensive Total Rewards Program and a commitment to diversity and inclusion, this position offers a chance to make a meaningful impact while working in a collaborative and high-performing environment. If you are passionate about financial services and eager to contribute to client success, this opportunity is perfect for you.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

World-class training program

Flexible working options

Qualifications

• Previous experience as a Paraplanner with a solid understanding of financial planning.
• CII Level 4 Diploma in Regulated Financial Planning is essential.

Responsibilities

• Support Wealth Managers and Directors in creating financial plans.
• Analyze client needs to develop tailored solutions.

Skills

Paraplanning

Client Counseling

Financial Statement Analysis

Investment Management

Attention to Detail

Clear Communication

Education

CII Level 4 Diploma in Regulated Financial Planning

CII Level 6 Advanced Diploma in Regulated Financial Planning

Job description

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What is the opportunity?

Our 8 Waterloo Place offers a range of services, including private client financial planning, investment management, and services for professional intermediaries. The team offers a service that places clients at the centre of a circle of professional advice, dedicated to making their wealth work for them.

They are now looking for a Wealth Paraplanner to join the team on a permanent basis. You will have a broad understanding of core Financial Planning solutions and build knowledge through exposure to various client planning scenarios.

What will you do?

• You will provide appropriate support for Wealth Manager and Wealth Directors and will liaise effectively with the administration team.
• Analyse 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.
• Support preparation of client review and new client meetings.
• Support colleagues with client interaction and by developing an awareness of client management and advice processes.
• In this role, you will be aware of the office business plans and understand how your role supports the office/team in achieving its goals.

What do you need to succeed?

Must-have

• You will have previous Paraplanner experience and knowledge in this area.
• Attained CII Level 4 Diploma in Regulated Financial Planning.
• Accuracy, numeracy, attention to detail.
• Clear and concise communication skills – oral and written.
• Ability to meet deadlines/work within restricted timescales.
• Flexible and reliable team member.

Nice-to-have

• Working towards, or attained, CII Level 6 Advanced Diploma in Regulated Financial Planning.

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.

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
• 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.
• A world-class training program in financial services.
• 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

Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Paraplanning, Results-Oriented.

Additional Job Details

Address: 8 WATERLOO PLACE: LONDON

City: London

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-02-28

Application Deadline: 2025-03-16

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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