Wealth Paraplanner

Job Description

What is the opportunity?

We have a fantastic opportunity available for a Wealth Paraplanner to join our Bristol or Cheltenham office on a permanent basis. This role is designed for someone eager to drive impact in a collaborative environment.

As part of our high performing team, you’ll be the critical support system to our Wealth Managers. Your expertise will directly enable them to deliver exceptional financial solutions to our clients.

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.

• Provide appropriate support for Wealth Managers / Financial Planners.
• Craft bespoke financial plans – translate client aspirations into actionable strategies, leveraging your deep technical knowledge.
• Facilitate the smooth processing of new and existing business.
• Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met.
• Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios.
• 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 in support of Financial Planners and Wealth Managers under supervision of more senior team members.
• Provide guidance to more junior team members and support senior team members as required to contribute to the completion of tasks in a timely manner and to a high standard.
• Support colleagues with client interaction and by developing an awareness of client management and advice processes.
• Supports delivery of client service under the guidance of Wealth Managers / Financial Planners.

• Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts, offshore bonds, pensions etc).
• Technical ability:
  Confidence with financial planning software and a knack for dissecting investments, tax strategies, and pensions.
• Collaborative spirit: A team player who thrives in a fast‑paced, progressive culture.

• Working towards or attained CII or CISI Level 6 or equivalent.
• Clear and concise communication skills – oral and written.
• Ability to meet deadlines/work within restricted timescales.
• Ability to work on own initiative to achieve required results.

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.

Address: 40 QUEEN SQUARE:

BRISTOL

City:
Bristol

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: