At a Glance
- Tasks: Provide complex advice on estate planning, trusts, offshore bonds, and pensions.
- Company: Join RBC Brewin Dolphin's high-performing team in London.
- Benefits: Opportunity to mentor junior team members and grow within a dynamic environment.
- Other info: This role focuses on complex advice areas.
- Why this job: Shape bespoke financial plans that lead to impactful client success.
- Qualifications: Experience as a Wealth Paraplanner is required.
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 employer: RBC Brewin Dolphin
RBC Brewin Dolphin offers a unique opportunity to work in London with a focus on complex financial strategies. The team is high-performing and values innovation, providing a supportive environment for professional growth. Mentoring junior members adds to the collaborative culture.
