Royal Bank of Canada
Job title:
RBC Brewin Dolphin – Wealth Paraplanner
Company
Royal Bank of Canada
Job description
Job SummaryJob DescriptionWhat is the opportunity?Our Glasgow office offers a range of services, including private client financial planning, investment management, and services for professional intermediaries. The team offers a service that places clients at the centre of a circle of professional advice, dedicated to making their wealth work for them.They are now looking for a Wealth Paraplanner to join the team on a permanent basis. You will have a broad understanding of core Financial Planning solutions and build knowledge through exposure to various client planning scenarios.What will you do?You will provide appropriate support for Wealth Manager and Wealth Directors and will liaise effectively with the administration teamAnalyse client’s aims and needs to construct solutions as a tool for advisors to communicate to clientsProduction of robust financial plans and analytical informationSupport preparation of client review and new client meetingsSupport colleagues with client interaction and by developing an awareness of client management and advice processesSupport preparation of client review and new client meetingsIn this role, you will be aware of the office business plans and understand how your role supports the office/team in achieving its goalsWhat do you need to succeed?Must-haveYou will have previous experience as a Paraplanner, with knowledge across various wealth planning topics including complex planning.Attained CII Level 4 Diploma in Regulated Financial PlanningAccuracy, numeracy, attention to detailClear and concise communication skills – oral and writtenAbility to meet deadlines/work within restricted timescalesFlexible and reliable team memberNice-to-haveWorking towards, or attained, CII Level 6 Advanced Diploma in Regulated Financial PlanningWhat 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.A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensationLeaders who support your development through coaching and managing opportunitiesOpportunities to work with the best in the fieldAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible working options fully supported.Agency NoticeRBC 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 additional details.#RBCBDJob Skills Accounting Finance, Budgeting, Cold Calling, Decision Making, Financial Engineering, Financial Statement Analysis, Interpersonal Relationship Management, Investment Management, Product Services, Sales and Operations Planning (S&OP)Additional Job DetailsAddress: 8TH FLOOR, CADWORKS 41, WEST CAMPBELL STREET:GLASGOWCity: GlasgowCountry: United KingdomWork hours/week: 35Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-03-27Application Deadline: 2025-04-10Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .
Expected salary
Location
Glasgow
Job date
Sat, 29 Mar 2025 08:20:39 GMT
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