Associate Wealth Paraplanner

Overview

We have a fantastic opportunity available for an Associate Wealth Paraplanner in our Edinburgh office on a permanent basis.

• Provide appropriate support for Wealth Managers
• Facilitate the smooth processing of new and existing business
• Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met
• Adheres to Conduct Risk standards
• Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios
• Analyse client’s aims and needs to construct solutions as a tool for Wealth Managers to communicate to clients
• Production of robust financial plans and analytical information in support of Wealth Managers under supervision of more senior team members
• Contribute to the completion of tasks in a timely manner and to a high standard
• Support colleagues with client interaction and by developing an awareness of client management and advice processes
• Supports delivery of client service under the guidance of Wealth Managers / Paraplanners

Must-have

• Clear and concise communication skills – oral and written
• Ability to meet deadlines/work within restricted timescales
• Ability to work on own initiative to achieve required results

Nice-to-have

• Working or planning to work towards CII Level 4 Diploma or equivalent

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

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. #RBCBD

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

Address: 144 MORRISON STREET:

EDINBURGH
City:
Edinburgh
Country:
United Kingdom
Work hours/week: 35

Employment Type:

Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular

Pay Type:

Salaried
Posted Date:
Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications 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.