Associate Wealth Paraplanner - FTC

Overview

We have a fantastic opportunity available for an Associate Wealth Paraplanner to join our London office on a 10 month FTC basis. This role is designed for someone who is looking to start their career in paraplanning. 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. 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. Adheres to Conduct Risk standards. 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.

Must-have:
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.

Nice-to-have:
Working or planning to work towards CII Level 4 Diploma 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.

• Cash Management
• Client Counseling
• Competitive Markets
• Customer Service
• Customer Service Management
• Decision Making
• Interpersonal Relationship Management
• Investment Management
• Investment Risk Management
• Results-Oriented

Address: 16 ST HELEN'S PLACE, London, United Kingdom

Work hours/week: 35

Employment Type:

Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type:

Salaried