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For Companies At a Glance
- Tasks: Support Wealth Managers by analysing client needs and constructing financial solutions.
- Company: Join RBC Brewin Dolphin, a leading wealth management firm dedicated to client success.
- Benefits: Enjoy flexible remote work options, professional development, and a collaborative team environment.
- Why this job: Make a real impact while working with top professionals in a dynamic and supportive culture.
- Qualifications: CII Level 4 Diploma in Regulated Financial Planning or equivalent; previous Paraplanner experience preferred.
- Other info: Full-time role based in Leeds with a focus on community and personal growth.
The predicted salary is between 28800 - 42000 £ per year.
Overview
What is the opportunity?
We have an excellent opportunity for a Wealth Paraplanner to support the team of Wealth Managers across our Leeds office. As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and build 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.
RBC’s expectation is that from mid-September 2025, 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.
Responsibilities
- Provide appropriate support to Wealth Managers.
- 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 Wealth Managers under supervision of more senior team members.
- Facilitate the smooth processing of new and existing business.
- Liaise with any administration support.
- Assist with monitoring the performance and work throughput of any administration support thereby ensuring standards are maintained and deadlines are met.
What do you need to succeed?
Must-have
- CII Level 4 Diploma in Regulated Financial Planning or equivalent.
- Previous experience as a Paraplanner
- Accuracy, numeracy, attention to detail.
- Clear and concise communication skills – oral and written.
- Ability to meet deadlines/work within restricted timescales.
Nice-to-have
- Working towards 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.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward résumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
Job Skills
Building Talent, Business Development, Inspiring, Long Term Planning
Additional Job Details
Address: 10 WELLINGTON PLACE, LEEDS
City: Leeds
Country: United Kingdom
Work hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-09-02
Application Deadline: 2025-09-16
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
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RBC Brewin Dolphin - Paraplanner employer: RBC
Contact Detail:
RBC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RBC Brewin Dolphin - Paraplanner
✨Tip Number 1
Familiarise yourself with the core Financial Planning solutions that RBC Brewin Dolphin offers. Understanding their specific services and how they align with client needs will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with current employees or professionals in the wealth management sector. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when preparing for your interview.
✨Tip Number 3
Brush up on your analytical skills and attention to detail. Since the role involves constructing financial plans and analysing client needs, showcasing your ability to work accurately under pressure will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your previous experience as a Paraplanner in detail. Be ready to share specific examples of how you've supported Wealth Managers and contributed to successful client outcomes, as this will highlight your suitability for the role.
We think you need these skills to ace RBC Brewin Dolphin - Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a Paraplanner at RBC Brewin Dolphin. Familiarise yourself with the key skills required, such as financial planning knowledge and communication abilities.
Tailor Your CV: Customise your CV to highlight relevant experience and qualifications, particularly your CII Level 4 Diploma in Regulated Financial Planning or equivalent. Emphasise any previous paraplanning roles and your attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention specific examples of how you have supported wealth managers in the past and your ability to analyse client needs.
Proofread Your Application: Ensure that your application is free from errors. Check for clarity, grammar, and spelling mistakes. A well-presented application reflects your attention to detail, which is crucial for a Paraplanner.
How to prepare for a job interview at RBC
✨Understand Financial Planning Fundamentals
Make sure you have a solid grasp of core financial planning solutions. Brush up on your knowledge of the CII Level 4 Diploma content, as this will be crucial in demonstrating your expertise during the interview.
✨Showcase Your Analytical Skills
Prepare to discuss how you've previously analysed clients' aims and needs. Be ready to provide examples of how you've constructed solutions for advisors, as this will highlight your practical experience and attention to detail.
✨Communicate Clearly and Concisely
Practice articulating your thoughts clearly, both verbally and in writing. Since clear communication is essential for a Paraplanner, consider preparing a brief presentation or summary of a financial plan to demonstrate your skills.
✨Demonstrate Team Collaboration
Be prepared to discuss your experience working within a team, especially in supporting Wealth Managers. Highlight any instances where you've facilitated smooth processes or liaised with administration support to meet deadlines.
