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Job description
RBC is launching a new staff proposition with a central team of financial advisers and support staff focused on improving financial wellbeing of colleagues and their families. The Paraplanner will support financial advisers by analyzing clients' needs and constructing comprehensive financial solutions.
The primary responsibilities include providing comprehensive support for Financial Advisers and Financial Planners, facilitating smooth processing of new and existing business, and assisting with monitoring administrative support performance to ensure high standards and timely completion of tasks.
Candidates must possess the CII Level 4 Diploma in Regulated Financial Planning, demonstrate clear communication skills, ability to work independently, meet deadlines, and construct robust financial plans and analytical information under senior team members' supervision.
RBC offers a dynamic, collaborative work environment with opportunities for professional growth, supportive leadership, flexible working options, and the chance to make a meaningful impact in financial planning while working alongside industry professionals.