What is the opportunity?

Our Manchester office is looking for a Wealth Paraplanner to join the team on a permanent basis. You will have a broad understanding of core Financial Planning solutions and build knowledge through exposure to various client planning scenarios

What will you do?

• Provide appropriate support for Financial Advisers, Financial Planners and liaise with the administration team.

• Facilitate the smooth processing of new and existing business.

• Have a broad understanding of core Financial Planning solutions and building 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.

• Produce robust financial plans and analytical information in support of Financial Planners and Financial Advisers.

• Provide guidance to more junior team members and support senior team members as required.

• Support colleagues with client interaction and by developing an awareness of client management and advice processes.

• Assist with the preparation of client review and new client meetings.

What do you need to succeed?

Must-have

• You will have previous Paraplanner experience and knowledge in this area.

• Attained CII Level 4 Diploma in Regulated Financial Planning or equivalent.

• Accuracy, numeracy, attention to detail.

• Clear and concise communication skills – oral and written.

Nice-to-have

• Working towards, or attained, CII Level 6 Advanced Diploma in Regulated Financial Planning.

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 additional details.

#RBCBD

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

2 DEANSGATE:MANCHESTERManchesterUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2025-04-092025-04-23

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.