Join to apply for the RBC Brewin Dolphin - Paraplanner role at PH&N Institutional.
What is the opportunity?
This is a great opportunity for a Paraplanner to join our team. Based in Edinburgh, you will be a part of our continued growth of the Financial Planning business. We are looking for someone who has attained their qualifications level 4 and has some experience as a Paraplanner.
What will you do?
* Provides 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.
* Provides guidance to more junior team members and supports senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.
* Supports colleagues with client interaction and by developing an awareness of client management and advice.
What do you need to succeed?
Must-have:
* Accuracy, numeracy, attention to detail.
* Clear and concise communication skills – oral and written.
* Ability to meet deadlines/work within restricted timescales.
* Flexible and reliable team member.
* Actively develops product and industry knowledge.
Nice-to-have:
* Demonstrates the RBCBD values.
* Ability to work on own initiative to achieve required results.
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.
* 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 and hybrid options fully supported.
Job Skills: Building Talent, Business Development, Inspiring, Long Term Planning.
Location: 144 MORRISON STREET, EDINBURGH, United Kingdom.
Work Hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2024-11-19
Application Deadline: 2025-02-17
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.
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