What is the opportunity?
We have an excellent opportunity for an experienced Wealth Paraplanner to support the team of Wealth Managers across our Leeds office.
What will you do?
- Provide appropriate support to Wealth Managers.
- Production of robust financial plans and analytical information in support of Wealth Managers under supervision of more senior team members.
- Facilitate the smooth processing of new and existing business.
- Liaise with any administration support.
- Assist with monitoring the performance and work throughput of any administration support thereby ensuring standards are maintained and deadlines are met.
What do you need to succeed?
Must-have
- CII Level 4 Diploma in Regulated Financial Planning or equivalent.
- Significant previous experience as a Paraplanner.
- Accuracy, numeracy, attention to detail.
- Clear and concise communication skills – oral and written.
- Ability to meet deadlines/work within restricted timescales.
Nice-to-have
- Working towards CII Level 6 Diploma in Regulated Financial Planning or equivalent.
What is in it for you?
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.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
Additional details
- Address: 10 WELLINGTON PLACE, LEEDS
- City: Leeds
- Country: United Kingdom
- Work hours/week: 35
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type: Salaried
- Posted Date: 2025-09-02
- Application Deadline: 2025-10-12
