Wealth Paraplanner in Bristol or Cheltenham

Elevate financial solutions as a Wealth Paraplanner at RBC, located in Bristol or Cheltenham. Collaborate with Wealth Managers to create impactful financial plans and support exceptional client service.

This permanent role requires a proven Paraplanner eager to contribute to a high performing team. Expect to craft bespoke financial strategies, facilitate business processes, and monitor team performance. Your deep technical expertise in complex financial areas will directly impact client solutions and assist Wealth Managers in delivering exceptional advice.

Key Responsibilities:

• Support Wealth Managers in delivering financial solutions

• Develop customized financial plans utilizing deep technical knowledge

• Facilitate processing of new and existing business

• Analyze client needs to create actionable strategies

• Guide junior team members to ensure high standards

Requirements:

• CII or CISI Level 4 Diploma or equivalent

• Experience in complex financial advice areas

• Proficient in financial planning software

• Strong verbal and written communication

• Ability to work independently with tight deadlines

Drive results in financial planning while shaping client success at RBC.
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