RBC Brewin Dolphin – Wealth Paraplanner

OverviewWe have an excellent opportunity for an experienced Paraplanner to join the Ipswich or Norwich office on a permanent, full-time basis. You will analyse clients\' aims and needs to construct solutions as a tool for advisors to communicate to clients and provide high-quality technical support to wealth managers and clients alike. There is potential for growth within the role over time, including people management, project work and involvement in wider group initiatives. RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.ResponsibilitiesPrepare detailed financial plans, suitability reports, and recommendation documents for Wealth Managers.Support the preparation of client review and new client meetings.Conduct research and analysis across investments, pensions, protection, and tax planning strategies.Review client portfolios, ensuring recommendations align with objectives, risk tolerance, and compliance requirements.Liaise with Wealth Managers, Administrators, and product providers to ensure the smooth delivery of advice and implementation.Maintain accurate client records and support the ongoing development of advice processes.What you need to succeedMust-haveYou will have attained CII Level 4 Diploma in Regulated Financial Planning or equivalent as a minimumPrevious experience as a ParaplannerStrong understanding of financial planning principles, tax wrappers, pensions, and investmentsExcellent attention to detailStrong communication skills, with the ability to build relationships with colleagues and clientsConfident using financial planning softwareOrganised, proactive, and able to manage multiple priorities in a dynamic environmentNice-to-haveExperience of, or a desire to, develop leadership and management skillsWhat 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 opportunitiesOpportunities to work with the best in the fieldAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamAgency NoticeRBC 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 DetailsAddress: 23 MUSEUM STREET, IPSWICHCity: IpswichCountry: United KingdomWork hours/week: 35Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-10-22Application Deadline: 2025-11-09Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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. RBC strives to deliver a workplace based on respect, belonging and opportunity for all.Join our Talent Community. Stay in-the-know about career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Find out how we use our passion and drive to enhance the well-being of our clients and communities at RBC. #J-18808-Ljbffr