Wealth Paraplanner

Wealth Paraplanner Royal Bank of Canada Bath, United Kingdom

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 the 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.

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 more junior team members and support senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.

RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

• 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.

• You will have attained CII Level 4 Diploma in Regulated Financial Planning or equivalent as a 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.

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.

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

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Address: QUEEN SQUARE PLACE:

BATH

City: Bath

Country: United Kingdom

Work hours/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…