Associate Wealth Paraplanner

TN United Kingdom; City of Edinburgh; On-site; GBP 30,000 - 50,000

Job description

We have an exciting opportunity for an Associate Wealth Paraplanner to join our Edinburgh office. This role will be supporting the Financial Planning team with the processing of new and existing business, as well as building knowledge through exposure to client planning scenarios.

What will you do?

• Build your understanding and skills to analyse client’s aims and needs.
• Develop an understanding of core Financial Planning solutions and begin to build knowledge through exposure to client planning scenarios.
• Produce robust financial plans and analytical information in support of Paraplanners, Financial Planners and Financial Advisers under supervision of more senior team members.
• Support Paraplanners with the smooth processing of new and existing business, and with the preparation of client reviews.
• Assist with office business plans and develop an understanding of how the Paraplanner role supports the team in achieving overall objectives.
• Support Paraplanners, Financial Advisers and Financial Planners with client interaction and by developing an awareness of client management and advice processes.
• Understand and comply with all FCA regulations and principles applying to the role.

What do you need to succeed?

Must-have

• Strong Accuracy, numeracy, and attention to detail.
• Working towards Level 4 Diploma or equivalent.
• Clear and concise communication skills – oral and written.
• Ability to meet deadlines/work within restricted timescales.

Nice-to-have

• Knowledge of RBC Brewin Dolphin values.
• Ability to work on own initiative to achieve required results.

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.
• 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

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

Job Summary

What is the opportunity?

We have an exciting opportunity for an Associate Wealth Paraplanner to join our Edinburgh office. This role will be supporting the Financial Planning team with the processing of new and existing business, as well as building knowledge through exposure to client planning scenarios.

Additional Job Details

Address: 144 MORRISON STREET:EDINBURGH

City: Edinburgh

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-04-01

Application Deadline: 2025-04-15

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 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.

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