Associate Wealth Paraplanner in Bath

We have a fantastic opportunity available for an Associate Wealth Paraplanner to join our Bath office on a permanent basis. In this position you will provide support for a group of our Wealth Managers and Planners, facilitating a smooth process of new & existing business. 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?

• Provide appropriate support for Wealth Managers / Financial Planners.
• Facilitate the smooth processing of new and existing business.
• Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met.
• Adhere to Conduct Risk standards.
• Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios.
• 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 Financial Planners and Wealth Managers under supervision of more senior team members.
• Provide guidance to more junior team members and support senior team members as required to contribute to the completion of tasks in a timely manner and to a high standard.
• Support colleagues with client interaction and by developing an awareness of client management and advice processes.
• Support delivery of client service under the guidance of Wealth Managers / Financial Planners.

What do you need to succeed?

• Must-have: Clear and concise communication skills – oral and written.
• Ability to meet deadlines/work within restricted timescales.
• Ability to work on own initiative to achieve required results.

• Nice-to-have: Working or planning to work towards CII Level 4 Diploma 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.

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.