Associate Wealth Paraplanner: Impactful Planning Support

Associate Wealth Paraplanner: Impactful Planning Support

Full-Time 27000 - 33000 Β£ / year (est.) Home office (partial)
Royal Bank of Canada

At a Glance

  • Tasks: Support Wealth Managers by processing business and creating financial plans.
  • Company: Join the Royal Bank of Canada, a leader in financial services.
  • Benefits: Enjoy a competitive salary, flexible work options, and career development.
  • Other info: Experience a dynamic work environment with opportunities for growth.
  • Why this job: Make a real impact in clients' financial futures while learning from experts.
  • Qualifications: Interest in finance and strong analytical skills are essential.

The predicted salary is between 27000 - 33000 Β£ per year.

Royal Bank of Canada is seeking an Associate Wealth Paraplanner to join the Bath office on a permanent basis.

You will support Wealth Managers and Financial Planners, helping to process new and existing business and maintain service standards.

The role involves learning core financial planning solutions, analysing client aims, and producing robust financial plans under supervision.

A mix of office presence with up to one remote day per week is expected.

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Associate Wealth Paraplanner: Impactful Planning Support employer: Royal Bank of Canada

At RBC Wealth Management Europe, we pride ourselves on being an exceptional employer, offering a dynamic and collaborative work environment in London and the South East. Our commitment to employee growth is evident through our comprehensive Total Rewards Program, which includes competitive compensation, bonuses, and flexible benefits, alongside opportunities for professional development and coaching from experienced leaders. Join us to make a meaningful impact while working with a talented team dedicated to delivering tailored financial solutions to our clients.

Royal Bank of Canada

Contact Details:

Royal Bank of Canada Recruitment Team

We think you need these skills to ace Associate Wealth Paraplanner: Impactful Planning Support

Financial Planning
Client Analysis
Robust Financial Plan Production
Attention to Detail
Communication Skills
Analytical Skills
Service Standards Maintenance