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- Tasks: Support Financial Advisers by analysing client needs and creating financial plans.
- Company: Join RBC Brewin Dolphin, a leading bank focused on trusted financial advice.
- Benefits: Enjoy flexible working options, coaching support, and opportunities to make a real impact.
- Why this job: Be part of a dynamic team that values growth, collaboration, and community success.
- Qualifications: CII Level 4 Diploma in Regulated Financial Planning or equivalent is essential.
- Other info: Full-time role based in London with a focus on professional development.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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Job Summary
Consults on tax and investment strategies, securities, insurance, pension plans, and real estate as well as the development of financial plans for individuals and businesses. Applies complete knowledge, skills, and practices to perform assignments.
Job Summary
Consults on tax and investment strategies, securities, insurance, pension plans, and real estate as well as the development of financial plans for individuals and businesses. Applies complete knowledge, skills, and practices to perform assignments.
Job Description
What is the opportunity?
We have an excellent opportunity for a Wealth Paraplanner to join the team in London on a permanent basis.
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.
- Accuracy, numeracy, attention to detail.
- Clear and concise communication skills – oral and written.
- Ability to meet deadlines/work within restricted timescales.
Nice-to-have
- Knowledge of RBC Brewin Dolphin values.
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.
#RBCBD
Job Skills
Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented
Additional Job Details
Address:
12 SMITHFIELD STREET:LONDON
City:
London
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-07-01
Application Deadline:
2025-07-15
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.
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Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
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Job function
Finance and Sales
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Industries
Banking and Financial Services
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Wealth Paraplanner employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Paraplanner
✨Tip Number 1
Familiarise yourself with RBC Brewin Dolphin's values and mission. Understanding their approach to client service and community impact can help you align your responses during interviews, showcasing that you're a good cultural fit.
✨Tip Number 2
Network with current or former employees of RBC Brewin Dolphin. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations for the Wealth Paraplanner role.
✨Tip Number 3
Stay updated on current trends in financial planning and investment strategies. Being knowledgeable about recent developments will not only impress during interviews but also demonstrate your commitment to the field.
✨Tip Number 4
Prepare specific examples from your past experience that highlight your analytical skills and attention to detail. These are crucial for the Wealth Paraplanner role, and having concrete examples ready can set you apart from other candidates.
We think you need these skills to ace Wealth Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Wealth Paraplanner. Familiarise yourself with the key skills required, such as knowledge of financial planning solutions and strong analytical abilities.
Tailor Your CV: Customise your CV to highlight relevant experience and qualifications that align with the job description. Emphasise your CII Level 4 Diploma in Regulated Financial Planning and any related work experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of RBC Brewin Dolphin's values. Use specific examples from your past experiences to demonstrate how you can contribute to their team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your communication is clear and concise, reflecting the attention to detail that is crucial for this role.
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of core financial planning solutions. Brush up on tax and investment strategies, securities, and pension plans, as these are crucial for the Wealth Paraplanner role.
✨Demonstrate Attention to Detail
Since accuracy is key in this role, be prepared to discuss how you ensure precision in your work. Bring examples of past experiences where your attention to detail made a significant difference.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. You may need to explain complex financial concepts, so showcasing your communication skills during the interview will be essential.
✨Familiarise Yourself with RBC Brewin Dolphin Values
Research the company's values and culture. Understanding what RBC Brewin Dolphin stands for will help you align your answers with their expectations and demonstrate your genuine interest in the company.
