At a Glance
- Tasks: Support Wealth Managers in delivering financial plans and client services.
- Company: Join RBC, a leading bank committed to diversity and growth.
- Benefits: Flexible work options, coaching, and opportunities for professional development.
- Other info: Dynamic team environment with a focus on collaboration and excellence.
- Why this job: Make a real impact while working with top professionals in finance.
- Qualifications: Strong communication skills and initiative; CII Level 4 Diploma is a plus.
The predicted salary is between 40500 - 49500 £ per year.
We have a fantastic opportunity available for an Associate Wealth Paraplanner to join our Bath office on a permanent basis. In this position you will provide support for a group of our Wealth Managers and Planners, facilitating a smooth process of new & existing business.
RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.
What will you do?
- Provide appropriate support for Wealth Managers / Financial Planners.
- Facilitate the smooth processing of new and existing business.
- Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met.
- Adhere to Conduct Risk standards.
- Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios.
- Analyse 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 Wealth Managers under supervision of more senior team members.
- Provide guidance to more junior team members and support senior team members as required to contribute to the completion of tasks in a timely manner and to a high standard.
- Support colleagues with client interaction and by developing an awareness of client management and advice processes.
- Support delivery of client service under the guidance of Wealth Managers / Financial Planners.
What do you need to succeed?
- Must-have: Clear and concise communication skills – oral and written.
- Ability to meet deadlines/work within restricted timescales.
- Ability to work on own initiative to achieve required results.
- Nice-to-have: Working or planning to work towards CII Level 4 Diploma 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.
- 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.
Job Skills: Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management.
Associate Wealth Paraplanner in Bath employer: RBC Brewin Dolphin
RBC Brewin Dolphin is an exceptional employer, offering a dynamic and collaborative work environment where innovation thrives. As a Director in the Intermediaries department, you will benefit from a comprehensive Total Rewards Programme, including competitive compensation and flexible benefits, while having the opportunity to lead transformational initiatives that make a lasting impact. With a strong focus on employee development and a world-class training programme, you will be supported in your career growth within a high-performing team dedicated to delivering trusted advice and making a difference in the community.
