Wealth Paraplanner

Job SummaryConsults 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 DescriptionWhat is the opportunityWe 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 doProvides 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 clients 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 succeedMust-haveCII 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-haveKnowledge of RBC Brewin Dolphin values.What is in it for youWe 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 NoticeRBC Group does not accept agency resums. Please do not forward resums 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 resums. Please contact the Recruitment function for additional details.#RBCBDJob SkillsCash Management Client Counseling Competitive Markets Customer Service Customer Service Management Decision Making Interpersonal Relationship Management Investment Management Investment Risk Management Results-OrientedAdditional Job DetailsAddress:12 SMITHFIELD STREET:LONDONCity:LondonCountry:United KingdomWork hours/week:35Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:Application Deadline:Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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 . Key Skills Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills Experience: years Vacancy: 1