RBC Brewin Dolphin – Wealth Paraplanner

Job Description

Job Description What is the opportunity? We’re seeking a Wealth Paraplanner to join our high-performing London team at a transformative time for RBC Brewin Dolphin. As we expand our footprint in complex wealth solutions, this is your chance to play a critical role in supporting advisors delivering financial strategies that drive client success. If you’re experienced in and passionate about complex advice; estate planning, trusts, offshore bonds, and pensions , and thrive in a dynamic, collaborative environment, this is the opportunity for you. RBC Brewin Dolphin is at the forefront of innovation in wealth management, and you’ll join during a phase of exciting growth. Your expertise will directly contribute to shaping advice solutions , while working alongside industry leaders who are committed to your development. 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. 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? Craft bespoke financial plans: Translate client aspirations into actionable strategies, leveraging your deep technical knowledge. Collaborate with top talent: Partner with Wealth Managers, Administrators, and product providers to deliver seamless, compliant advice. Mentor and innovate: Guide junior team members while refining processes to ensure excellence at every touchpoint. Drive client success: From suitability reports to portfolio reviews, your work will empower clients to achieve their long-term goals. What do you need to succeed? Must-have Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts, offshore bonds, pensions etc). Technical ability: Confidence with financial planning software and a knack for dissecting investments, tax strategies, and pensions. Collaborative spirit: A team player who thrives in a fast-paced, progressive culture. Nice-to-have Working towards, or attained CII or CISI Level 6 or equivalent. 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 th

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