Paraplanner, Wealth Planning

Job Description What is the opportunity? Your main responsibilities as a Paraplanner within the RBC Wealth Planning team are to provide excellent service to clients, as well as providing advice to the Wealth Planners when advising high net worth clients on appropriate financial solutions and products. What will you do? Drive to contribute towards the development of best practice within Wealth Planning, ensuring the delivery of exceptional client service. Communicate with the Wealth Planners regarding their advice to High Net Worth and Ultra High Net Worth clients on appropriate financial solutions and products. Participate in client meetings with other advisers as required and produce follow-up notes and work to a high standard. Provide an efficient, friendly, and professional point of contact for clients and inquiries by telephone, email, and in person. Collate and maintain information and documents required to support the advice team in providing compliant advice. Prepare advice letters, detailed reports, and financial plans making use of cash flow modelling tools as necessary. Assist the financial planners to ensure that the advice they provide is in line with internal procedures and external regulations. What do you need to succeed? Must-have Level 4 certification in Paraplanning. Proven experience in Paraplanning or in a similar role. Experience using cash flow modeling within holistic financial planning. Nice-to-have Working towards obtaining the Chartered Status. Experience in providing a professional client service to high-net-worth clients. 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. A comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensation. 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. A world-class training program in financial services. Flexible working and hybrid options fully supported. Additional Job Details Address: 100 BISHOPSGATE, 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: 2024-06-04 Application Deadline: 2024-06-19 Inclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. 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. #J-18808-Ljbffr