RBC Brewin Dolphin - Wealth Paraplanner
Core
Provide critical support to Wealth Managers by crafting bespoke financial plans, analyzing client needs, and processing new and existing business.
Role type
Wealth Paraplanner
Builds
Robust financial plans and analytical information for Financial Planners and Wealth Managers
Domain
Wealth Management / Financial Planning
Required skills
Financial planning software proficiency, Estate planning knowledge, Trusts expertise, Offshore bonds knowledge, Pensions expertise, Tax strategy analysis, Investment analysis
Preferred skills
CII or CISI Level 6 qualification
Technologies
Financial planning software
Responsibilities
Translate client aspirations into actionable financial strategies, Facilitate smooth processing of new and existing business, Monitor performance of administration support to ensure standards and deadlines, Analyze client aims and needs to construct solutions, Produce robust financial plans under supervision, Support colleagues with client interaction and advice processes