At a Glance
- Tasks: Create impactful financial strategies in estate planning, trusts, and pensions.
- Company: Join RBC Brewin Dolphin, a leader in wealth management with a high-performing team.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and mentorship.
- Other info: Be part of an innovative team that values collaboration and client success.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Experience in wealth planning and a passion for mentoring others.
The predicted salary is between 50000 - 65000 £ per year.
RBC Brewin Dolphin is seeking an experienced Wealth Paraplanner to join their high-performing London team. Your role will focus on complex advice areas such as estate planning, trusts, offshore bonds, and pensions, leading to impactful financial strategies for clients.
By collaborating with Wealth Managers and mentoring junior team members, you will shape bespoke financial plans and contribute to client success. This is a unique opportunity to grow within a dynamic, innovative environment.
Wealth Paraplanner — Complex Planning & Estates in London employer: RBC Brewin Dolphin
RBC Brewin Dolphin is an exceptional employer that fosters a collaborative and innovative work culture in the heart of London. With a strong emphasis on employee growth, you will have the opportunity to mentor junior team members while developing your expertise in complex financial strategies. The company offers a supportive environment where your contributions directly impact client success, making it a rewarding place to advance your career.
