Associate Wealth Paraplanner

What is the opportunity?

We have an exciting opportunity available for an Associate Wealth Paraplanner in our London office on a permanent basis.

In this position, you will provide support to our Wealth Managers and Financial Planners, facilitating the smooth processing of new and existing business.

This is a full-time role requiring 4 days in the office at our London location, with flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

• Provide appropriate support to Wealth Managers and Financial Planners
• Facilitate the smooth processing of new and existing business
• Monitor the performance and work of administration support, ensuring standards are maintained and deadlines are met
• Adhere to Conduct Risk standards
• Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios
• Analyse client aims and needs to construct solutions for advisors to communicate to clients
• Produce robust financial plans and analytical information in support of Financial Planners and Wealth Managers under supervision
• Provide guidance to junior team members and support senior colleagues as required
• Support colleagues with client interaction and develop awareness of client management and advice processes
• Support delivery of client services under the guidance of Wealth Managers and Financial Planners

What do you need to succeed?

Must-have

• Clear and concise communication skills – oral and written
• Ability to meet deadlines and work within restricted timescales
• Ability to work on own initiative to achieve required results

Nice-to-have

• Working or planning to work towards CII Level 4 Diploma or equivalent

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
• A comprehensive Total Rewards Programme including bonuses, flexible benefits, and competitive compensation
• World-class training programme in financial services

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees or any other company location. RBC Group only pays fees to agencies where a prior agreement exists and does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

Job Skills

Additional Job Details

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

About Us

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.‎

We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.