Rbc
Finance
WealthParaplanner
“Wealth Paraplanner at Rbc. Skills: Wealth Management, Financial Planning, Paraplanning. Provide appropriate support for Wealth Managers / Financial Planners. Craft bespoke financial plans”
What You'll Achieve.
deliver exceptional financial solutions to our clients; ensuring standards are maintained and deadlines are met; contribute to the completion of tasks in a timely manner and to a high standard; achieve required results
Industry & Context.
knack for dissecting investments, tax strategies, and pensions; construct solutions
What They're Looking For.
Must Have
CII or CISI Level 4 Diploma (or equivalent), previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts, offshore bonds, pensions etc), Confidence with financial planning software, knack for dissecting investments, tax strategies, and pensions, 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, 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
What You'll Do.
Provide appropriate support for Wealth Managers / Financial Planners
Craft bespoke financial plans
Facilitate the smooth processing of new and existing business
Assist with monitoring the performance and work throughout
of any administration support
Understand core Financial Planning solutions
Analyse client’s aims and needs to construct solutions
Production of robust financial plans and analytical information
Provide guidance to more junior team members
Support colleagues with client interaction
Supports delivery of client service
How You'll Work.
Team & Collaboration
drive impact in a collaborative environment; part of our high performing team; critical support system to our Wealth Managers; Collaborative spirit; team player; work together; collaboration; collaborative, progressive, and high-performing team
Communication Scope
Clear and concise communication skills – oral and written
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