At a Glance
- Tasks: Prepare financial plans and support client meetings while collaborating with a dynamic team.
- Company: Join RBC Wealth Management, a leader in comprehensive wealth management solutions.
- Benefits: Enjoy a competitive salary, professional development, and a supportive work environment.
- Other info: Work in a vibrant Bath location with opportunities for career growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: CII Level 4 Diploma in Regulated Financial Planning and previous Paraplanner experience required.
The predicted salary is between 35000 - 45000 £ per year.
Opportunity RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit, and banking capabilities.
We have an excellent opportunity for a Wealth Paraplanner to join our team in Bath. As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and have gained 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. You will provide guidance to more junior team members and support senior team members to complete tasks in a timely manner and to a high standard for the team.
Key Responsibilities
- Prepare detailed financial plans, suitability reports, and recommendation documents for Wealth Managers.
- Support the preparation of client review and new client meetings.
- Conduct research and analysis across investments, pensions, protection, and tax planning strategies.
- Review client portfolios, ensuring recommendations align with objectives, risk tolerance, and compliance requirements.
- Liaise with Wealth Managers, Administrators, and product providers to ensure the smooth delivery of advice and implementation.
- Maintain accurate client records and support the ongoing development of advice processes.
Required skills and qualifications
Must-have
- Attained CII Level 4 Diploma in Regulated Financial Planning or equivalent as minimum, and ideally working towards CII Level 6 or equivalent.
- Previous experience as a Paraplanner.
- Strong understanding of financial planning principles, tax wrappers, pensions, and investments.
- Excellent attention to detail.
- Strong communication skills, with the ability to build relationships with colleagues and clients.
- Confident using financial planning software.
- Organised, proactive, and able to manage multiple priorities in a dynamic environment.
Nice-to-have
- Attained CII Level 6 Diploma in Regulated Financial Planning or equivalent.
Location and employment details
- Address: Queen Square Place, Bath, United Kingdom
- Work hours per week: 35
- Employment type: Full time
- Platform: Wealth Management
- Job type: Regular
- Pay type: Salaried
- Posted date: 2026-06-04
- Application deadline: 2026-06-18 (Applications will be accepted until 11:59 PM on the day prior to the application deadline)
EEO statement: We remain committed to equal opportunity and encouragement of diversity in our workforce.
Wealth Paraplanner in Bath employer: RBC Brewin Dolphin
RBC Wealth Management Europe is an exceptional employer, offering a collaborative and supportive work culture in the picturesque city of Bath. Employees benefit from comprehensive training and development opportunities, ensuring continuous professional growth while working alongside experienced professionals in the wealth management sector. With a commitment to diversity and inclusion, RBC Brewin Dolphin fosters an environment where every team member can thrive and contribute meaningfully to client success.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Paraplanner in Bath
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like RBC Brewin Dolphin. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Paraplanner in Bath
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RBC Brewin Dolphin.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RBC Brewin Dolphin's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RBC Brewin Dolphin
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RBC Brewin Dolphin.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at RBC Brewin Dolphin will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RBC Brewin Dolphin employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
