Hybrid Wealth Paraplanner; Remote – Plan & Analyze
Remote / Online - Candidates ideally in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-06-06
Cardiff, Cardiff City Area, CF10, Wales, UK
Listing for:
RBC Brewin Dolphin
Full Time, Remote/Work from Home
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance, Financial Services, Financial Reporting
Job Description & How to Apply Below
RBC Brewin Dolphin in Cardiff is looking for a Wealth Paraplanner to join their team on a permanent basis. The role is pivotal in supporting Wealth Managers and crafting tailored financial plans that meet clients' aspirations.
Ideal candidates will have a CII or CISI Level 4 Diploma and experience in complex advice areas. Strong collaborative skills and technical confidence in financial planning software are essential. The position offers a supportive environment with opportunities for professional development.
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