At a Glance
- Tasks: Support Wealth Managers by crafting bespoke financial plans and analysing client needs.
- Company: Join RBC Brewin Dolphin, a leading wealth management firm with a collaborative culture.
- Benefits: Enjoy competitive salary, professional development, and flexible remote work options.
- Other info: Be part of a dynamic, high-performing team with excellent career growth opportunities.
- Why this job: Make a real impact in clients' financial futures while growing your expertise.
- Qualifications: CII or CISI Level 4 Diploma and experience as a Paraplanner required.
The predicted salary is between 34650 - 42350 £ per year.
What is the opportunity? We have a fantastic opportunity for a Wealth Paraplanner to join our Aberdeen or Dundee office on a permanent basis. This role is designed for someone eager to drive impact in a collaborative environment. As part of our high performing team, you’ll be the critical support system to our Wealth Managers. Your expertise will directly enable them to deliver exceptional financial solutions to our clients.
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.
What will you do?
- Provide appropriate support for Wealth Managers / Financial Planners.
- Craft bespoke financial plans – translate client aspirations into actionable strategies, leveraging your deep technical knowledge.
- Facilitate the smooth processing of new and existing business.
- Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met.
- Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios.
- Analyse client’s aims and needs to construct solutions as a tool for advisors to communicate to clients.
- Production of robust financial plans and analytical information in support of Financial Planners and Wealth Managers under supervision of more senior team members.
- Support colleagues with client interaction and by developing an awareness of client management and advice processes.
What do you need to succeed?
- Must-have
- Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts, offshore bonds, pensions etc).
- Technical ability: Confidence with financial planning software and a knack for dissecting investments, tax strategies, and pensions.
- Collaborative spirit: A team player who thrives in a fast-paced, progressive culture.
- Clear and concise communication skills – oral and written.
- Ability to meet deadlines/work within restricted timescales.
- Ability to work on own initiative to achieve required results.
- Nice-to-have
- Working towards or attained CII or CISI Level 6 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.
RBC Brewin Dolphin - Wealth Paraplanner in Aberdeen employer: RBC
RBC is an exceptional employer, offering a dynamic work culture that prioritises collaboration and professional growth. With a focus on employee development, the Fund Accountant role provides opportunities to deepen your expertise in fund products while working in the vibrant city of London, known for its financial hub and diverse community. Enjoy a balanced 35-hour work week and the chance to be part of a leading firm that values integrity and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land RBC Brewin Dolphin - Wealth Paraplanner in Aberdeen
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like RBC. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from RBC.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like RBC. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace RBC Brewin Dolphin - Wealth Paraplanner in Aberdeen
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in RBC and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show RBC how you can be a team player!
How to prepare for a job interview at RBC
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with RBC.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with RBC's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
