Wealth Paraplanner (12 Month Fixed Term Contract)

RBC Brewin Dolphin; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

RBC Brewin Dolphin offers a unique opportunity for a Wealth Paraplanner in London on a 12-month fixed-term contract. You will support financial advisers in delivering exceptional client service through effective analysis of client objectives and aid in developing comprehensive financial solutions. This role is perfect for an individual with relevant qualifications and a strong attention to detail, aimed at making an impact in financial planning.

Benefits

Flexible working options

Development opportunities

Dynamic team environment

Qualifications

• Active knowledge of core Financial Planning solutions.
• Strong analytical skills to construct viable client solutions.

Responsibilities

• Support Financial Advisers with appropriate information and assistance.
• Analyze clients' aims and needs for financial planning.
• Assist in producing robust financial plans under senior supervision.

Skills

Accuracy

Numeracy

Attention to detail

Clear communication skills

Education

CII Level 4 Diploma in Regulated Financial Planning or equivalent

Job description

Wealth Paraplanner (12 Month Fixed Term Contract)

Join to apply for the Wealth Paraplanner (12 Month Fixed Term Contract) role at RBC Brewin Dolphin

Wealth Paraplanner (12 Month Fixed Term Contract)

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Join to apply for the Wealth Paraplanner (12 Month Fixed Term Contract) role at RBC Brewin Dolphin

What is the opportunity?

We have an excellent opportunity for a Paraplanner to join the team in London. 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 Paraplanner to join the team in London. 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.
• Accuracy, numeracy, attention to detail.
• Clear and concise communication skills – oral and written.
• Ability to meet deadlines/work within restricted timescales.
  
  

Nice-to-have

• Knowledge of RBC Brewin Dolphin values.
  
  

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.

#RBCBD

Job Skills

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

Additional Job Details

Address:

12 SMITHFIELD STREET:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

2025-04-02

Application Deadline:

2025-06-11

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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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Retail Groceries

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