Wealth Paraplanner Job at Brewin Dolphin (London)

Job Description

We have a fantastic opportunity available for a Wealth Paraplanner to join our London 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.

Job Responsibility

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

Requirements

CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts, offshore bonds, pensions etc)
Confidence with financial planning software and a 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 we offer

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

Brewin Dolphin - All Job Offers

Select Country

Wealth Paraplanner

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?

Wealth Paraplanner

Paraplanner or Wealth Manager

Financial Adviser | HNW Portfolio (Sydney CBD)

Regional Head – Client Services and Operations

Paraplanner

Financial Planning Processor

Independent Financial Adviser

Paraplanner

Paraplanner

Our AI answers in your language