RBC Brewin Dolphin

Job Summary

Job Description

What is the opportunity?

As a Financial Planning Administrator, you will provide a robust administration function to the financial planning team in an efficient and timely manner. You will support the Paraplanners in production of suitability reports and will assist in preparation of review and other client meetings.

The combination of work experience and learning opportunities will equip you with a well-rounded skill set, that will enable you to build your career in Financial Planning.

What will you do?

• Providing a robust administration function to the financial planning team in an efficient and timely manner.

• Supports Paraplanners in production of suitability reports.

• Completes all work according to procedures and standards.

• Collates and verifies the accuracy of information and work provided.

• Assists in preparation of review and new client meeting.

• Supports business development through correct application of client processes and procedures.

• Assists team members as required and works effectively with colleagues.

• Limited client interaction at this stage but any interaction should be maintained with Brewin Dolphin’s conduct and professionalism standards.

• Understands and complies with all FCA regulations and principles applying to the role.

What do you need to succeed?

Must-have

• Working towards, or a willingness to work towards, the CII Level 4 diploma.

• Previous administration experience, ideally in financial services.

• Attention to detail and can maintain accuracy throughout their work.

Nice-to-have

• Enjoy learning new things, seeking out ways to expand your knowledge, and invest time in your development.

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 and hybrid options fully supported.

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.

Job Skills

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Additional Job Details

Address:

81 COLMORE ROW:BIRMINGHAM

City:

Birmingham

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

2024-11-12

Application Deadline:

2024-11-26

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 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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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