Wealth Paraplanner

Opportunity

RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit, and banking capabilities.

We have an excellent opportunity for a Wealth Paraplanner to join our team in Bath. As a Paraplanner, you will have a broad 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. You will provide guidance to more junior team members and support senior team members to complete tasks in a timely manner and to a high standard for the team.

• 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.

• Attained CII Level 4 Diploma in Regulated Financial Planning or equivalent as minimum, and ideally working towards CII Level 6 or equivalent.
• 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.

• Attained CII Level 6 Diploma in Regulated Financial Planning or equivalent.

• Address:
  Queen Square Place, Bath, United Kingdom
• Work hours per week: 35
• Employment type:
  
  Full time
• Platform:
  Wealth Management
• Job type:
  Regular
• Pay type:
  
  Salaried
• Posted date:
• Final date to receive applications:  (Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications)

We remain committed to equal opportunity and encouragement of diversity in our workforce.