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Associate Director, Wealth Planning Operations

5 months ago

London, Greater London, United Kingdom Royal Bank of Canada Full time

Come Work with Us

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Associate Director, Wealth Planning Operations (London)

Job Description

What is the opportunity?

You will be instrumental to improving the efficiency and effectiveness of Wealth Planning Operations, leveraging existing digital capabilities of XPLAN and providing wider operational and administrative support, to include the production of suitability reports, across the Wealth Planning operations team.

What will you do?

  • Become an expert user of XPLAN and identify how the system can be further developed to assist wealth planning objectives.
  • Be the go to person for the wealth planning business for XPLAN queries and training.
  • Reviewing and optimising client workflows and threads and cases in XPLAN
  • Drive the use of XTOOLS including presenting live to clients.
  • CommPay administration
  • Oversee day to day activities, identify gaps and errors in the data and assist in taking appropriate steps
  • Assist in selection and on boarding of life assurance, VCT/EIS/BR, SIPP providers and update and maintain relevant terms of business (within Xplan)
  • Completion of supplier risk management assessment requests for new partner companies working in partnership with risk and IT
  • Ownership/Processing of new business applications and update in Xplan Liaison with Xplan account manager and RBC IT as and when issues arise
  • Provide an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person
  • Collate and maintain information and documents required to support the advice team in providing compliant advice
  • Support Para planner with advice letters, detailed reports and financial plans making use of cash flow modelling tool
  • Ensure all client files remain compliant
  • Assist in the processing of and successful implementation of all clients' affairs and liaise with clients and relevant internal teams to ensure smooth management of product delivery

What do you need to succeed?

Must-have

  • Experience of working within financial services in a support or operations role
  • A good knowledge of Microsoft Outlook, Word and Excel
  • A passionate problem solver, bringing solutions, making recommendations and driving implementation of agreed approach
  • Ability to work independently, manage workflow and delegate
  • Team player with the necessary interpersonal skills to build professional relationships with clients and internal stakeholders
  • Excellent communication skills, both written and verbal

Nice-to-have

  • Experience training others
  • Knowledge of Xplan whether on client side or vendor side
  • Use of cash flow modelling within holistic financial planning, and dealing with high net worth clients
  • Understanding of formulas data handing within Excel preferred (not essential)

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

Job Summary

To support the Head of Wealth Planning Operations in maximising the potential of the practice management system (XPLAN), ad hoc projects and wider operational and administrative duties including the production of compliant suitability reports.

Address:

London, United Kingdom of Great Britain and Northern Ireland

City:

GBR-GREATER_LONDON-LONDON

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

:00

Application Deadline:

:00

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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