Financial Planning Associate

4 weeks ago

London, Greater London, United Kingdom RBC Europe Limited Full time

Job Summary

We are seeking a skilled Paraplanning Expert to join our RBC Europe Limited team. As a Paraplanning Expert, you will play a vital role in providing exceptional service to clients and supporting our Wealth Planners in delivering high-quality financial solutions.

Key Responsibilities

  • Contribute to the development of best practices within Wealth Planning, ensuring exceptional client service.
  • Communicate with Wealth Planners regarding their advice to high net worth and ultra high net worth clients on appropriate financial solutions and products.
  • Participate in client meetings and produce follow-up notes to a high standard.
  • Provide an efficient, friendly, and professional point of contact for clients and enquiries.
  • Collate and maintain information and documents required to support the advice team.
  • Prepare advice letters, detailed reports, and financial plans using cash flow modeling tools.
  • Assist financial planners in ensuring their advice is in line with internal procedures and external regulations.

Requirements

  • Level 4 certification in Paraplanning.
  • Proven experience in Paraplanning or a similar role.
  • Experience using cash flow modeling within holistic financial planning.

What We Offer

  • A comprehensive Total Rewards Program.
  • 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 and hybrid options fully supported.

About RBC Europe Limited

We are a leading financial services company committed to building inclusive teams and an equitable workplace. We strive to provide an accessible candidate experience and welcome applications from diverse candidates.

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