Wealth Paraplanner: Elevate Client Financial Planning

Wealth Paraplanner: Elevate Client Financial Planning

Full-Time No working from home possible
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RBC Group in Edinburgh is seeking an experienced Paraplanner for a permanent position, to support wealth managers with detailed financial plans and reports.

You will analyse client aims, conduct research across investments, pensions and tax planning, and mentor junior colleagues while ensuring compliance and timely delivery.

The role offers a hybrid office setup with up to one remote day per week and a collaborative, high-performing team.

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Wealth Paraplanner: Elevate Client Financial Planning employer: RBC Brewin Dolphin

RBC Brewin Dolphin is an exceptional employer, offering a dynamic work culture that prioritises collaboration and professional growth. Located in the picturesque South West of England, employees benefit from tailored training programmes and the opportunity to build meaningful relationships with high-net-worth clients, all while enjoying a supportive environment that values innovation and excellence.

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Contact Details:

RBC Brewin Dolphin Recruitment Team