RBC Brewin Dolphin - Wealth Paraplanner

Join to apply for the RBC Brewin Dolphin – Wealth Paraplanner role at RBC 1 week ago Be among the first 25 applicants Join to apply for the RBC Brewin Dolphin – Wealth Paraplanner role at RBC What is the opportunity? We have an excellent opportunity for a Wealth Paraplanner to join the team in Birmingham. As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and build knowledge through exposure to client planning scenarios. You will analyse our clients\’ aims and needs to construct solutions as a tool for advisors to communicate to clients. Job Summary Job Description What is the opportunity? We have an excellent opportunity for a Wealth Paraplanner to join the team in Birmingham. As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and build knowledge through exposure to client planning scenarios. You will analyse our clients\’ aims and needs to construct solutions as a tool for advisors to communicate to clients. What will you do? Provides appropriate support for Financial Advisers/Financial Planners. Facilitates the smooth processing of new and existing business. Liaises with any administration support. Assists with monitoring the performance and work throughput of any administration support thereby ensuring standards are maintained and deadlines are met. Understands and complies with regulations and principles applying to the role and RBCBD policies and procedures. Adheres to Conduct Risk standards. Broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios. Analyses 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 Financial Advisers under supervision of more senior team members. What do you need to succeed? Must-have CII Level 4 Diploma in Regulated Financial Planning or equivalent. Previous experience as a Paraplanner Accuracy, numeracy, attention to detail. Clear and concise communication skills – oral and written. Ability to meet deadlines/work within restricted timescales. Nice-to-have Working towards CII Level 6 Diploma in Regulated Financial Planning or equivalent What is in it for you? 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. Flexible working options fully supported. Agency Notice RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additio nal details. Job Skills Additional Job Details Address: 81 COLMORE ROW:BIRMINGHAM City: Birmingham Country: United Kingdom Work hours/week: 35 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-05-01 Application Deadline: 2025-06-17 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance and Sales Industries Banking and Financial Services Referrals increase your chances of interviewing at RBC by 2x Sign in to set job alerts for “Paraplanner” roles. 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