Paraplanner

Job title:

Paraplanner

Company

Brewin Dolphin

Job description

RBC Brewin Dolphin is one of the UK’s leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning.About this Opportunity:We have an excellent opportunity for a Paraplanner to join the team in Manchester. 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.Responsibilities include –

• Provide appropriate support for Financial Advisers / Financial Planners
• Facilitate the smooth processing of new and existing business
• Assist with monitoring the performance and work throughput of any administration support thereby ensuring standards are maintained and deadlines are met
• Produce robust financial plans and analytical information in support of Financial Planners and Financial Advisers under supervision of more senior team members
• Support colleagues with client interaction and develop an awareness of client management and advice processes
• Supports preparation of client review and new client meetings

QualificationsYou will have attained CII Level 4 Diploma in Regulated Financial Planning or equivalent.Skills

• Previous experience in a paraplanner role
• Accuracy, numeracy, attention to detail
• 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
• Collaborative and inclusive approach to work
• Actively develop product and industry knowledge

RBC Brewin Dolphin is proud to be an equal opportunity employer. We are committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation and disability. If you have particular requirements in relation to accessibility or mobility during the recruitment process, please let us know and we will do our best to make suitable adjustments.To apply for this role, please click the “Apply” button below. The closing date for applications is 25/07/2024. Some of our vacancies receive high numbers of applications and we may decide to close this sooner, so we would encourage you to apply as early as possible.#LI-Hybrid

Expected salary

Location

Manchester

Job date

Sat, 13 Jul 2024 07:50:58 GMT

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