Job Summary
What is the opportunity?
We have an exciting opportunity for a Paraplanner to join the team in Birmingham on a fixed-term basis.
The successful candidate will have previous experience as a Paraplanner, with a broad understanding of core Financial Planning solutions. You will analyse clients' aims and needs to construct solutions as a tool for advisors to communicate to clients, including robust financial plans and analytical information. You will consistently build knowledge through exposure to client planning scenarios.
What will you do?
1. Provide appropriate support for Financial Planners.
2. Facilitate the smooth processing of new and existing business.
3. Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met.
4. Adhere to Conduct Risk standards.
5. Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios.
6. Analyse client’s aims and needs to construct solutions as a tool for advisors to communicate to clients.
7. Production of robust financial plans and analytical information in support of Financial Planners under supervision of more senior team members.
8. 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.
9. Support colleagues with client interaction and by developing an awareness of client management and advice processes.
10. Support delivery of client service under the guidance of Financial Advisers / Financial Planners.
What do you need to succeed?
Must-have
1. Attained CII Level 4 Diploma in Regulated Financial Planning or equivalent.
2. Clear and concise communication skills – oral and written.
3. Ability to meet deadlines/work within restricted timescales.
4. Ability to work on own initiative to achieve required results.
Nice-to-have
1. Working towards CII Level 6 Diploma in Regulated Financial Planning or equivalent.
What is in it for you?
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.
1. Leaders who support your development through coaching and managing opportunities.
2. Opportunities to work with the best in the field.
3. Ability to make a difference and lasting impact.
4. Work in a dynamic, collaborative, progressive, and high-performing team.
5. Flexible working options fully supported.
Job Skills
Business Development, Client Centricity, Communication, Long Term Planning
Additional Job Details
Address: 81 COLMORE ROW, BIRMINGHAM
City: Birmingham
Country: United Kingdom
Work hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Contract (Fixed Term)
Pay Type: Salaried
Posted Date: 2025-01-02
Application Deadline: 2025-01-19
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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