Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Wealth Managers by crafting bespoke financial plans and analysing client needs.
- Company: Join a dynamic team in a progressive wealth management firm in Manchester.
- Benefits: Enjoy professional development, collaborative culture, and the chance to make a real impact.
- Why this job: Be part of a team that thrives on innovation and client success.
- Qualifications: CII or CISI Level 4 Diploma and experience in complex financial advice required.
- Other info: Great opportunities for growth and mentorship in a supportive environment.
The predicted salary is between 35000 - 45000 £ per year.
We have a fantastic opportunity available for a Wealth Paraplanner to join our Manchester office on a permanent basis. This role is designed for someone eager to drive impact in a collaborative environment.
Responsibilities
- Provide appropriate support for Wealth Managers / Financial Planners.
- Craft bespoke financial plans – translate client aspirations into actionable strategies, leveraging your deep technical knowledge.
- 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.
- 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.
- Supports delivery of client service under the guidance of Wealth Managers / Financial Planners.
Qualifications
Must-have
- Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts, offshore bonds, pensions etc).
- Proven extensive experience in a similar role.
- Technical ability: Confidence with financial planning software and a knack for dissecting investments, tax strategies, and pensions.
- Collaborative spirit: A team player who thrives in a fast‑paced, progressive culture.
- 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 towards or attained CII or CISI Level 6 or equivalent.
Benefits
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. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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
- Cash Management
- Client Counseling
- Competitive Markets
- Customer Service
- Customer Service Management
- Decision Making
- Interpersonal Relationship Management
- Investment Management
- Investment Risk Management
- Results‑Oriented
Location Address: 1 THE AVENUE SPINNINGFIELDS SQUARE, MANCHESTER.
City: Manchester
Country: United Kingdom
Wealth Paraplanner in Manchester employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Paraplanner in Manchester
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even hit up LinkedIn. The more you engage with others, the better your chances of landing that Wealth Paraplanner role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical knowledge and experience. Talk about how you've crafted bespoke financial plans and supported Wealth Managers in the past. Let them see the value you can bring!
✨Be Ready for the Interview
Prepare for common interview questions related to financial planning and client management. Think about specific examples from your experience that showcase your skills and collaborative spirit. Confidence is key, so practice makes perfect!
✨Apply Through Our Website
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our dynamic team in Manchester.
We think you need these skills to ace Wealth Paraplanner in Manchester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Wealth Paraplanner role. Highlight your experience with complex advice areas and financial planning software, as this will show us you’re the right fit for our team.
Showcase Your Technical Skills: Don’t shy away from detailing your technical abilities in your application. We want to see your confidence in dissecting investments and tax strategies, so give us examples of how you've used these skills in previous roles.
Communicate Clearly: Since clear communication is key in this role, ensure your written application is concise and well-structured. This will not only reflect your communication skills but also make it easier for us to see your qualifications.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the process!
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Financial Stuff
Make sure you brush up on your technical knowledge related to financial planning, especially in areas like estate planning and pensions. Be ready to discuss how you've applied this knowledge in past roles, as it will show your expertise and confidence.
✨Show Your Collaborative Spirit
This role is all about teamwork, so be prepared to share examples of how you've successfully worked with others in a fast-paced environment. Highlight any experiences where you supported colleagues or contributed to group projects to demonstrate your collaborative nature.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely, both verbally and in writing. You might be asked to explain complex financial concepts, so being able to break them down into simple terms will impress the interviewers and show your communication skills.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving abilities. Think of specific situations where you had to analyse client needs and craft tailored solutions. This will help you showcase your analytical skills and ability to think on your feet.