RBC Brewin Dolphin - Wealth Paraplanner

We have an excellent opportunity for a Wealth Paraplanner to support the team of Wealth Managers across our central region, including Birmingham, Shrewsbury, Nottingham and Lincoln. We are happy to consider applicants based within a commutable distance to any of these offices.

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.

What will you do?

• Provides appropriate support to Wealth Managers.
• Facilitates the smooth processing of new and existing business.
• Liaises with any administration support.
• Assists with monitoring the performance and work throughput of any administration support thereby ensuring standards are maintained and deadlines are met.
• Understands and complies with regulations and principles applying to the role and RBCBD policies and procedures.
• Adheres to Conduct Risk standards.
• Broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios.
• Analyses 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.

What do you need to succeed?

Must-have:

• CII Level 4 Diploma in Regulated Financial Planning or equivalent.
• Previous experience as a Paraplanner.
• 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.

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.