RBC Brewin Dolphin – Wealth Paraplanner

Job Description

What is the opportunity?

We have an excellent opportunity for an experienced Paraplanner to join the Ipswich or Norwich office on a permanent, full-time basis.

As an experienced Paraplanner, you will need to demonstrate a proficient understanding of core Financial Planning solutions and have gained knowledge through exposure to client planning scenarios. You will analyse our clients' aims and needs to construct solutions as a tool for advisors to communicate to clients. 

We are looking for someone who thrives in a collaborative environment and is passionate about delivering high-quality technical support to wealth managers and clients alike.  You will provide guidance to other team members and be a key link between the support team and the Wealth Managers to ensure tasks are completed in a timely manner and to a high standard for the team. 

For candidates that demonstrate the right attributes, there is opportunity to grow within the role and take on additional responsibilities over time. This could include, but not limited to, 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.

What will you do?

• Prepare 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 do you need to succeed?

Must-have

• You will have attained CII Level 4 Diploma in Regulated Financial Planning or equivalent as a minimum

• Previous experience as a Paraplanner.

• Strong understanding of financial planning principles, tax wrappers, pensions, and investments.

• Excellent attention to detail.

• Strong communication skills, with the ability to build relationships with colleagues and clients.

• Confident using financial planning software

• Organised, proactive, and able to manage multiple priorities in a dynamic environment.

Nice-to-have

• Experience of, or a desire to, develop leadership and management skills.

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.

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.

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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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