WealthParaplanner

**_Job Description_** **What is the opportunity?** We have a fantastic opportunity available for a Wealth Paraplanner to join our Birmingham office on a permanent basis. This role is designed for someone eager to drive impact in a collaborative environment. As part of our high performing team, you’ll be the critical support system to our Wealth Managers. Your expertise will directly enable them to deliver exceptional financial solutions to our clients. _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._ **What will you do?** * Provide appropriate support for Wealth Managers / Financial Planners. * Craft bespoke financial plans – translate client aspirations into actionable strategies, leveraging your deep technical knowledge. * 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. * 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 advisors to communicate to clients. * Production of robust financial plans and analytical information in support of Financial Planners and Wealth Managers under supervision of more senior team members. * Provide guidance to more junior team members and support senior team members as required to 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 / Financial Planners. **What do you need to succeed?** **Must-have** * Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as