Job Description & How to Apply Below
Join RBC as a Wealth Paraplanner in our Bristol or Cheltenham offices. This full-time position supports Wealth Managers and emphasizes collaboration to deliver tailored financial solutions effectively.
As a key member of our high performing team, you'll craft bespoke financial plans by analyzing client aspirations and developing actionable strategies. Leverage your technical skills in financial planning to facilitate smooth processing and enhance the team’s performance in client service delivery.
Key Responsibilities:
• Provide critical support to Wealth Managers
• Craft actionable financial strategies for clients
• Monitor performance and assist with administrative tasks
• Analyze client goals to optimize financial solutions
• Mentor junior team members for task completion
Requirements:
• Proven expertise with CII or CISI Level 4 Diploma
• Experience in estate planning and pensions
• Strong knowledge of financial software
• Excellent communication skills
• Ability to work effectively under pressure
Become a vital part of RBC’s commitment to client success through impactful financial planning.
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