At a Glance
- Tasks: Prepare financial plans and support Wealth Managers in delivering tailored advice.
- Company: Join RBC, a leading bank committed to inclusive growth and community impact.
- Benefits: Competitive salary, professional development, and flexible remote work options.
- Other info: Dynamic team environment with opportunities for career advancement.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: CII Level 4 Diploma in Regulated Financial Planning and previous Paraplanner experience required.
The predicted salary is between 28800 - 43200 £ per year.
We have an excellent opportunity for a Wealth Paraplanner to join the team in London on a 12 month maternity contract. As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and have gained knowledge through exposure to client planning scenarios. You will analyse our clients' aims and needs to construct solutions as a tool for advisors to communicate to clients. We are looking for someone who thrives in a collaborative environment and is passionate about delivering high-quality technical support to wealth managers and clients alike. You will provide guidance to more junior team members and support senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team. 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?
- 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.
What do you need to succeed?
Must-have
- You will 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.
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.
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Brewin Dolphin – Wealth Paraplanner employer: RBC
At RBC, we pride ourselves on being an exceptional employer, offering a dynamic and collaborative work environment in the heart of London. Our commitment to employee development is evident through coaching opportunities and a culture that values diverse perspectives, ensuring that every team member can thrive and make a meaningful impact. With a focus on high-quality support for wealth managers and clients, we provide a platform for professional growth and the chance to work alongside industry leaders in a progressive and high-performing team.
StudySmarter Expert Advice🤫
We think this is how you could land 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 or similar firms. A friendly chat can lead to insider info about the role and even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your financial planning knowledge. Be ready to discuss how you’ve tackled client scenarios in the past and how you can bring value to the team at RBC.
✨Tip Number 3
Show off your collaborative spirit! During interviews, highlight examples of how you've worked with others to achieve goals. RBC loves a team player who can support both junior and senior members.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the RBC team.
We think you need these skills to ace 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 solutions and any relevant qualifications, like the CII Level 4 Diploma. We want to see how you fit into our team!
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past experiences that show your attention to detail and ability to manage multiple priorities. This will help us understand how you can contribute to our collaborative environment.
Be Clear and Concise:When writing your application, keep it clear and to the point. Avoid jargon and make sure your passion for delivering high-quality support shines through. We appreciate straightforward communication, so let’s keep it simple!
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 this exciting opportunity. Plus, it’s super easy to do!
How to prepare for a job interview at RBC
✨Know Your Financial Planning Stuff
Make sure you brush up on your knowledge of financial planning principles, tax wrappers, pensions, and investments. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can also provide valuable insights.
✨Prepare for Scenario Questions
Expect to be asked about specific client scenarios. Think through how you would analyse a client's needs and construct solutions. Practising these scenarios will help you articulate your thought process clearly during the interview.
✨Showcase Your Attention to Detail
Since this role requires excellent attention to detail, be ready to share examples from your past work where your meticulousness made a difference. Highlighting your ability to maintain accurate client records and ensure compliance will set you apart.
✨Demonstrate Team Spirit
This position thrives in a collaborative environment, so be prepared to discuss how you've worked effectively in teams before. Share experiences where you supported junior colleagues or collaborated with senior team members to achieve common goals.
