RBC Brewin Dolphin - Financial Planning Administrator

We have an exciting opportunity for a Financial Planning Administrator to join our Birmingham office on a permanent basis. The Assistant will play an integral role in providing a robust administration function to the financial planning team in an efficient and timely manner.
What will you do?
Provide administration support to the financial planning team.
Support Paraplanners with the production of suitability reports.
Complete all work according to procedures and standards.
Collate and verify the accuracy of information and work provided.
Assist with preparation of review and new client meeting documents.
Support business development through correct application of client processes and procedures.
Assist team members as required and work effectively with colleagues., 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 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

Ability to prioritise workload and identify when additional support is needed.
An understanding of portfolio management, client advice processes and industry knowledge.
Accuracy and attention to detail, with Strong numerical skills.
Clear and concise communication skills.
Nice-to-have
Reliable and enthusiastic individual with a strong sense of integrity
Up to date knowledge of the market and regulation changes through Continuous Professional development (CPD)

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.
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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