Wealth Paraplanner: Financial Planning Specialist

Wealth Paraplanner: Financial Planning Specialist

Full-Time 41850 - 51150 Β£ / year (est.) No working from home possible
RBC Brewin Dolphin

At a Glance

  • Tasks: Support Wealth Managers in delivering bespoke financial planning solutions.
  • Company: Join RBC Brewin Dolphin, a leading financial services firm in London.
  • Benefits: Enjoy a competitive salary, flexible remote work, and professional development opportunities.
  • Other info: Office-based role with up to one remote day per week.
  • Why this job: Make a real difference in clients' financial futures while growing your career.
  • Qualifications: Experience as a paraplanner and a Level 4 Diploma (CII/CISI) or equivalent required.

The predicted salary is between 41850 - 51150 Β£ per year.

RBC Brewin Dolphin in London is seeking a Wealth Paraplanner to join our office on a permanent basis.

You will support Wealth Managers with bespoke financial planning and ensure delivery of high-quality client solutions.

The role requires experience as a paraplanner and a Level 4 Diploma (CII/CISI) or equivalent, with proficiency in financial planning software.

Office-based with up to one remote day per week.

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Wealth Paraplanner: Financial Planning Specialist employer: RBC Brewin Dolphin

RBC Brewin Dolphin is an exceptional employer, offering a dynamic and collaborative work environment where innovation thrives. As a Director in the Intermediaries department, you will benefit from a comprehensive Total Rewards Programme, including competitive compensation and flexible benefits, while having the opportunity to lead transformational initiatives that make a lasting impact. With a strong focus on employee development and a world-class training programme, you will be supported in your career growth within a high-performing team dedicated to delivering trusted advice and making a difference in the community.

RBC Brewin Dolphin

Contact Details:

RBC Brewin Dolphin Recruitment Team

We think you need these skills to ace Wealth Paraplanner: Financial Planning Specialist

Financial Planning
Paraplanning Experience
Level 4 Diploma (CII/CISI) or equivalent
Proficiency in Financial Planning Software
Client Solutions Delivery
Attention to Detail
Communication Skills