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- Tasks: Support Wealth Managers by processing business and analysing client needs.
- Company: Join RBC, a leading bank committed to diversity and growth.
- Benefits: Flexible working, coaching opportunities, and a chance to make a real impact.
- Why this job: Be part of a dynamic team and develop your financial planning skills.
- Qualifications: Strong communication skills and ability to meet deadlines.
- Other info: Opportunities for career growth and collaboration with industry experts.
The predicted salary is between 28800 - 43200 £ per year.
What is the opportunity? We have a fantastic opportunity available for an Associate Paraplanner to join our Glasgow office on a permanent basis.
Responsibilities
- 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 clients’ aims and needs to construct solutions as a tool for advisors to communicate to clients.
- Produce robust financial plans and analytical information in support of Financial Planners and Wealth Managers under the 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.
Must-have Qualifications
- 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 Qualifications
- Working or planning to work towards CII Level 4 Diploma or equivalent.
Benefits
- 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.
Equal Opportunity Employment
At 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.
Associate, Wealth Paraplanner in Glasgow employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Wealth Paraplanner in Glasgow
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and understanding their values. Be ready to discuss how your skills align with their needs, especially in areas like client management and financial planning solutions.
✨Tip Number 3
Practice your communication skills! Since clear and concise communication is key, try mock interviews with friends or family. This will help you articulate your thoughts better and boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our dynamic team.
We think you need these skills to ace Associate, Wealth Paraplanner in Glasgow
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Associate Paraplanner role. Highlight your relevant skills and experiences that align with the responsibilities mentioned in the job description. We want to see how you can support Wealth Managers and contribute to client service!
Showcase Your Communication Skills: Since clear communication is key, ensure your written application reflects this. Use concise language and structure your thoughts logically. We’re looking for someone who can articulate their ideas effectively, so let your writing shine!
Demonstrate Initiative: In your application, mention instances where you've taken the initiative to achieve results. Whether it’s meeting deadlines or working independently, we love to see candidates who can drive their own success and contribute positively to the team.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our dynamic team!
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Financial Planning Basics
Before the interview, brush up on core financial planning solutions. Understanding the basics will help you answer questions confidently and show that you're keen to learn and grow in the role.
✨Demonstrate Clear Communication Skills
Since clear communication is a must-have for this position, practice articulating your thoughts clearly. You might want to prepare examples of how you've effectively communicated complex information in the past.
✨Showcase Your Initiative
Be ready to discuss instances where you've taken the initiative to solve problems or improve processes. This will highlight your ability to work independently and meet deadlines, which is crucial for the role.
✨Prepare Questions About Team Dynamics
Think of insightful questions about how the team collaborates and supports each other. This shows your interest in being part of a dynamic, high-performing team and your willingness to contribute positively.
