Job Summary

Job Description

What is the opportunity?

We have an exciting opportunity for a Senior Paraplanner to join the team in Birmingham on a permanent basis. The successful candidate will have previous experience as a Senior Paraplanner, with a broad understanding of core Financial Planning solutions to ensure that you, and any staff you manage, fully comply with the FCA Codes of Conduct.

As well as having responsibility as a Senior Paraplanner, you will also manage a team of Paraplanners and Financial Planning Assistants. Prior management experience is desired, though not essential. Most importantly, you will have an interest in becoming a people manager and developing a team.

What will you do?

Analyse client’s aims and needs to construct solutions as a tool for advisors to communicate to clients.

Produce robust financial plans and analytical information in support of Financial Planners and Financial Advisers.

Support with business development activities to contribute to team/office growth and profitability targets.

Delegate tasks effectively, provide feedback and play an active role in supporting others’ development and lead by example.

Demonstrate correct application of client processes to others.

Understand and comply with regulations and principles applying to the role and RBCBD policies and procedures.

Adheres to Conduct Risk standards.

Help your team develop, both individually and collectively, through meaningful development conversations, coaching and feedback.

What do you need to succeed?

Must-have

Attained CII Level 6 Advanced Diploma in Regulated Financial Planning or equivalent.

If a Certified Person, maintains SPS in line with professional body requirements.

Excellent Accuracy, numeracy, and attention to detail.

Professional written and verbal communication skills.

Ability to meet deadlines/work within restricted timescales.

Knowledge and continuing expansion of Financial Planning knowledge across a broad range of Financial Planning topics.

Nice-to-have

Management skills

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.

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 additional details.

Job Skills

Building Talent, Business Development, Inspiring, Long Term Planning

Additional Job Details

Address:

81 COLMORE ROW:BIRMINGHAM

City:

Birmingham

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-02

Application Deadline:

2025-01-19

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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 jobs.rbc.com.