Associate Wealth Paraplanner β€” Planning Support & Growth in Bath

Associate Wealth Paraplanner β€” Planning Support & Growth in Bath

Bath Full-Time 25650 - 31350 Β£ / year (est.) No working from home possible
RBC Brewin Dolphin

At a Glance

  • Tasks: Support Wealth Managers and Financial Planners in delivering exceptional client solutions.
  • Company: Join RBC, a leading financial institution with a strong reputation.
  • Benefits: Gain valuable experience, mentorship, and a clear career progression path.
  • Other info: Office-based role with opportunities for professional growth.
  • Why this job: Develop expertise in financial planning while working in a high-performing team.
  • Qualifications: Interest in finance and strong communication skills are essential.

The predicted salary is between 25650 - 31350 Β£ per year.

RBC in Bath is seeking an Associate Wealth Paraplanner to support our Wealth Managers and Financial Planners, ensuring smooth handling of new and existing business while working primarily in the office. This role offers a clear path to develop expertise in financial planning, with opportunities to contribute to client solutions and stay aligned with Conduct Risk standards while gaining exposure to a high-performing team.

Associate Wealth Paraplanner β€” Planning Support & Growth 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.

RBC Brewin Dolphin

Contact Details:

RBC Brewin Dolphin Recruitment Team

We think you need these skills to ace Associate Wealth Paraplanner β€” Planning Support & Growth in Bath

Financial Planning
Client Solutions Development
Conduct Risk Awareness
Team Collaboration
Business Handling
Analytical Skills
Attention to Detail