Royal Bank of Canada·27 days ago
27 days ago
RBC Brewin Dolphin – Wealth Paraplanner
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What you'll do
- Supporting wealth managers by preparing financial plans and providing tailored recommendations
- Analysing client needs
- Delivering technical support
- Collaborating with senior team members
What they're looking for
- cii level 4 diploma
Nice to have
- cii level 6 diploma
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Take on the role of Paraplanner at RBC Brewin Dolphin, supporting wealth managers by preparing financial plans and providing tailored recommendations. You will analyse client needs, deliver technical support, and collaborate with senior team members. Ideal for experienced professionals with strong financial planning expertise and excellent communication skills.
Skills
- financial planning
- cii level 4 diploma
- tax planning
- pensions
- investments
- financial planning software
- cii level 6 diploma
- attention to detail
- communication skills
- client relationship management
- organizational skills
- proactive approach
- team collaboration
Company
Royal Bank of Canada
Edinburgh, United Kingdom
Company facts come from this company's own listings. We only show what the postings themselves carry.