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For Companies At a Glance
- Tasks: Support Financial Advisers by analysing client needs and creating financial plans.
- Company: Join RBC, a leading bank committed to innovation and community impact.
- Benefits: Enjoy flexible working options, coaching support, and opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real difference in clients' lives.
- Qualifications: CII Level 4 Diploma in Regulated Financial Planning or equivalent required.
- Other info: Work in a collaborative environment focused on mutual success and community prosperity.
The predicted salary is between 28800 - 43200 £ per year.
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Job Summary
Consults on tax and investment strategies, securities, insurance, pension plans, and real estate as well as the development of financial plans for individuals and businesses. Applies complete knowledge, skills, and practices to perform assignments.
Job Description
What is the opportunity?
We have an excellent opportunity for a Wealth Paraplanner to join the team in London on a permanent basis.
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?
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Provides appropriate support for Financial Advisers/Financial Planners.
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Facilitates the smooth processing of new and existing business.
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Liaises with any administration support.
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Assists with monitoring the performance and work throughput of any administration support thereby ensuring standards are maintained and deadlines are met.
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Understands and complies with regulations and principles applying to the role and RBCBD policies and procedures.
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Adheres to Conduct Risk standards.
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Broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios.
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Analyses client’s aims and needs to construct solutions as a tool for advisors to communicate to clients.
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Production of robust financial plans and analytical information in support of Financial Planners and Financial Advisers under supervision of more senior team members.
What do you need to succeed?
Must-have
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CII Level 4 Diploma in Regulated Financial Planning or equivalent.
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Accuracy, numeracy, attention to detail.
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Clear and concise communication skills – oral and written.
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Ability to meet deadlines/work within restricted timescales.
Nice-to-have
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Knowledge of RBC Brewin Dolphin values.
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.
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Leaders who support your development through coaching and managing opportunities.
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Opportunities to work with the best in the field.
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Ability to make a difference and lasting impact.
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Work in a dynamic, collaborative, progressive, and high-performing team.
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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 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 additio nal details.
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Job Skills
Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented
Additional Job Details
Address:
12 SMITHFIELD STREET:LONDON
City:
London
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-07-01
Application Deadline:
2025-08-11
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion 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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Wealth Paraplanner employer: Royal Bank of Canada>
Contact Detail:
Royal Bank of Canada> Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or webinars where you can meet Financial Advisers and other Paraplanners. Building these connections can provide insights into the role and may even lead to job referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 3
Prepare to discuss specific client scenarios during interviews. Think about how you would analyse a client's needs and construct solutions, as this is a key part of the Wealth Paraplanner role.
✨Tip Number 4
Showcase your attention to detail and analytical skills in conversations. Be ready to provide examples of how you've successfully managed complex information or projects in the past, as these are crucial for the role.
We think you need these skills to ace Wealth Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Wealth Paraplanner. Familiarise yourself with financial planning solutions and the skills required, such as accuracy, numeracy, and clear communication.
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 your attention to detail and ability to meet deadlines.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the company's values. Mention how your skills align with the job requirements and how you can contribute to the team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that your communication is clear and concise, reflecting the standards expected in the role.
How to prepare for a job interview at Royal Bank of Canada>
✨Showcase Your Financial Knowledge
As a Wealth Paraplanner, it's crucial to demonstrate your understanding of financial planning solutions. Be prepared to discuss specific strategies related to tax, investments, and pensions, and how they can benefit clients.
✨Communicate Clearly and Concisely
Since clear communication is key in this role, practice articulating complex financial concepts in simple terms. This will show your ability to convey information effectively to both clients and advisors.
✨Emphasise Attention to Detail
Accuracy is vital in financial planning. During the interview, highlight your experience with meticulous data analysis and how you ensure that all financial plans are robust and error-free.
✨Demonstrate Your Ability to Meet Deadlines
Discuss examples from your past where you successfully managed tight deadlines. This will illustrate your ability to work efficiently under pressure, which is essential for a Wealth Paraplanner.
