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
CII or CISI Level 4 Diploma, complex advice expertise (estate planning, trusts, offshore bonds, pensions), financial planning software proficiency, investment/tax/pension analysis
Preferred skills
CII or CISI Level 6
Technologies
Financial planning software
Responsibilities
Provide support for Wealth Managers/Financial Planners, craft bespoke financial plans, facilitate processing of new and existing business, monitor administration support performance, analyze client aims and needs, produce robust financial plans under supervision, support colleagues with client interaction awareness