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For Companies At a Glance
- Tasks: Prepare financial plans and support client meetings with expert analysis.
- Company: Join RBC Brewin Dolphin, a leader in wealth management.
- Benefits: Coaching, development opportunities, and a dynamic team environment.
- Why this job: Make a real impact in financial planning while growing your career.
- Qualifications: CII Level 4 Diploma or equivalent; previous Paraplanner experience required.
- Other info: Inclusive workplace valuing diverse perspectives for growth.
The predicted salary is between 36000 - 60000 £ per year.
We have an excellent opportunity for an experienced Paraplanner to join the Edinburgh office on a permanent basis. RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.
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.
Qualifications
Must-have:
- You have attained CII Level 4 Diploma in Regulated Financial Planning or equivalent as a 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.
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.
We are an inclusive workplace that has diverse perspectives and we believe an inclusive workplace that has diverse perspectives is core to our continued growth.
RBC Brewin Dolphin – Wealth Paraplanner employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RBC Brewin Dolphin – Wealth Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work at RBC Brewin Dolphin or similar firms. A friendly chat can sometimes lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your financial planning knowledge. Be ready to discuss specific strategies related to investments, pensions, and tax planning. Show them you know your stuff and can hit the ground running!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance! We love seeing applications come directly from candidates who are genuinely interested in joining our team. Plus, it makes tracking your application easier for us!
We think you need these skills to ace RBC Brewin Dolphin – Wealth Paraplanner
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 financial planning, tax wrappers, and any relevant qualifications like the CII Level 4 Diploma. We want to see how your skills align with what we're looking for!
Show Off Your Attention to Detail: As a Paraplanner, attention to detail is key! When you’re writing your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their documents are polished and professional.
Communicate Clearly: Strong communication skills are essential in this role. Use your application to demonstrate your ability to convey complex information clearly. Whether it’s through your writing style or the way you present your experiences, make sure we can easily understand 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’re considered for the position. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning principles, tax wrappers, pensions, and investments. Be ready to discuss how you've applied this knowledge in your previous roles as a Paraplanner.
✨Showcase Your Attention to Detail
Prepare examples that highlight your attention to detail. Since the role involves preparing detailed financial plans and suitability reports, demonstrating your meticulousness will be key to impressing the interviewers.
✨Communicate Effectively
Practice articulating your thoughts clearly and confidently. Strong communication skills are essential for building relationships with Wealth Managers and clients, so be prepared to showcase your interpersonal skills during the interview.
✨Familiarise Yourself with Financial Software
Since the job requires confidence in using financial planning software, make sure you're comfortable discussing any relevant tools you've used. If you can, try to get familiar with the specific software used by the company to show your initiative.
