Job Summary

Job Description

What is the opportunity?

Our 8 Waterloo Place 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 team

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

Support preparation of client review and new client meetings

Support colleagues with client interaction and by developing an awareness of client management and advice processes

Support preparation of client review and new client meetings

In this role, you will be aware of the office business plans and understand how your role supports the office/team in achieving its goals

What do you need to succeed?

Must-have

You will have previous Paraplanner experience and knowledge in this area

Attained CII Level 4 Diploma in Regulated Financial Planning 

Accuracy, numeracy, attention to detail

Clear and concise communication skills – oral and written

Ability to meet deadlines/work within restricted timescales

Flexible and reliable team member

Nice-to-have

Working towards, or attained, CII Level 6 Advanced Diploma in Regulated Financial Planning

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.

A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation

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

A world-class training program in financial services

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.

#RBCBD

Job Skills

Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Paraplanning, Results-Oriented

Additional Job Details

Address:

8 WATERLOO PLACE: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:

2025-02-28

Application Deadline:

2025-03-16

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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