Wealth Paraplanner (12 Month Fixed Term Contract)

Royal Bank of Canada, City of Westminster

Wealth Paraplanner (12 Month Fixed Term Contract)

Salary not available. View on company website.

Royal Bank of Canada, City of Westminster

  • Full time
  • Temporary
  • Onsite working

Posted 3 weeks ago, 5 Apr | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 9cdb1874b7ba4664a6560f41ff8e21f6

Full Job Description

We have an excellent opportunity for a Paraplanner to join the team in London. As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and build 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.
What will you do?
Provides appropriate support for Financial Advisers/Financial Planners.
Facilitates the smooth processing of new and existing business.
Liaises with any administration support.
Assists with monitoring the performance and work throughput of any administration support thereby ensuring standards are maintained and deadlines are met.
Understands and complies with regulations and principles applying to the role and RBCBD policies and procedures.
Adheres to Conduct Risk standards.
Broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios.
Analyses client's aims and needs to construct solutions as a tool for advisors to communicate to clients.
Production of robust financial plans and analytical information in support of Financial Planners and Financial Advisers under supervision of more senior team members., 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.
#RBCBD
Job Skills Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Results-Oriented

CII Level 4 Diploma in Regulated Financial Planning or equivalent.
Accuracy, numeracy, attention to detail.
Clear and concise communication skills - oral and written.
Ability to meet deadlines/work within restricted timescales.
Nice-to-have
Knowledge of RBC Brewin Dolphin values.

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.
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Royal Bank of Canada

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Direct job link

https://www.jobs24.co.uk/job/wealth-paraplanner-12-month-fixed-term-contract-124879595
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