RBC Brewin Dolphin – Wealth Paraplanner

RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit, and banking capabilities.

We have an excellent opportunity for a Wealth Paraplanner to join the team in Bath. As a Paraplanner, you will have a broad 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 more junior team members and support senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.

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.

• 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.

• You have attained CII Level 4 Diploma in Regulated Financial Planning or equivalent as a minimum, and are ideally working toward CII Level 6 or equivalent.
• 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.

• Attained CII Level 6 Diploma in Regulated Financial Planning or equivalent.

• 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.

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pays fees to agencies where they have entered into a prior agreement to do so and in any event does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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.

Join our Talent Community
Stay in‑the‑know about great career opportunities n up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together d out how we use our passion and drive to enhance the well‑being of our clients and communities at

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity lified applicants may be contacted to review their resume in more detail.

Queen Square Place, Bath, United Kingdom

Work Hours / Week: 35

Employment Type:

Full time

Posted Date:

Final date to receive applications: