RBC Brewin Dolphin - Wealth Paraplanner

Overview

We have an excellent opportunity for a Wealth Paraplanner to support the team of Wealth Managers in our Birmingham 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.

What will you do?

• Provides appropriate support to Wealth Managers.
• 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.
• Broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios.
• Produce robust financial plans and analytical information in support of Wealth Managers under supervision of more senior team members.

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.
• Flexible working options fully supported.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pays 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.

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Job Details

Address: 81 Colmore Row, Birmingham

City: Birmingham

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-09-15

Application Deadline: 2025-09-29

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 growth. RBC strives to deliver a workplace based on respect, belonging and opportunity for all.