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About the Role

We have a fantastic opportunity available for a Wealth Paraplanner to join our London office on a permanent basis. This role is designed for someone eager to drive impact in a collaborative environment. As part of our high performing team, you’ll be the critical support system to our Wealth Managers. Your expertise will directly enable them to deliver exceptional financial solutions to our clients.

Responsibilities

Provide appropriate support for Wealth Managers / Financial Planners.
Craft bespoke financial plans – translate client aspirations into actionable strategies, leveraging your deep technical knowledge.
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.
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.
Supports delivery of client service under the guidance of Wealth Managers / Financial Planners.

Requirements

Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts, offshore bonds, pensions etc).
Technical ability: Confidence with financial planning software and a knack for dissecting investments, tax strategies, and pensions.
Collaborative spirit: A team player who thrives in a fast-paced, progressive culture.
Working towards or attained CII or CISI Level 6 or equivalent.
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.

Skills

Cash Management
Client Counseling
Competitive Markets
Customer Service
Customer Service Management
Decision Making
Interpersonal Relationship Management
Investment Management
Investment Risk Management
Results-Oriented

Location

London, United Kingdom

Work Type

Permanent
Full time
Hybrid

Experience Level

Previous experience as a Paraplanner

Education Level

CII or CISI Level 4 Diploma (or equivalent)
Working towards or attained CII or CISI Level 6 or equivalent

Benefits

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.

About the Company

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.