16 Oct
Royal Bank of Canada
Newcastle upon Tyne
Job description
Job Summary
Job Description
What is the opportunity?
The role of Senior Paraplanner is responsible for the production of robust financial plans and analytical information in support of Financial Planners and Financial Advisers.
What will you do?
Analyze client’s aims and needs to construct solutions as a tool for advisors to communicate to clients.
Produce reports and analytical information to an excellent standard to support Advisers with client advice.
Participate in business development activities to contribute to team / office growth and profitability targets.
Drive to contribute towards the development of best practice within Wealth Planning, ensuring the delivery of exceptional client service.
Communicate with the Wealth Planners regarding their advice to High Net Worth and Ultra High Net Worth clients on appropriate financial solutions and products.
Assist the financial planners to ensure that the advice they provide is in line with internal procedures and external regulations.
What do you need to succeed?
Must-have
CII Level 6 Advanced Diploma in Regulated Financial Planning or equivalent.
Proven experience in Paraplanning or in a similar role.
Good knowledge and experience of Financial Planning across a broad range of Financial Planning topics.
Nice-to-have
Experience in providing a professional client service to high-net-worth clients.
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 options fully supported.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location.
RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés.
Please contact the Recruitment function for additio nal details.
Job Skills
Business Development, Client Centricity, Communication, Long Term Planning
Additional Job Details
Address :
32 GALLOWGATE : NEWCASTLE UPON TYNE
City : Newcastle upon Tyne
Newcastle upon Tyne
Country : United Kingdom
United Kingdom
Work hours / week : Employment Type :
Employment Type : Full time
Full time
Platform : WEALTH MANAGEMENT
WEALTH MANAGEMENT
Job Type : Regular
Regular
Pay Type : Salaried
Salaried
Posted Date : 2024-10-15
2024-10-15
Application Deadline :
2024-10-29
I nclusion 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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▶️ RBC Brewin Dolphin - Senior Paraplanner
🖊️ Royal Bank of Canada
📍 Newcastle upon Tyne