Job Summary Job Description What is the opportunity?
This is a great opportunity for a Paraplanner to join our team.
Based in Edinburgh, you will be a part of our continued growth of the Financial Planning business.
We are looking for someone who has attained their qualifications level 4 and has some experience as a Paraplanner.
With regards to technical knowledge, you will need a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios.
If you feel this role suits your skills and experience, we would be keen to hear from you.
What will you do?
Provides support for Financial Advisers/Financial Planners.
Facilitate the smooth processing of new and existing business.
Liaises with any administration support.
Assists with monitoring the performance and work throughput of any administration support thereby ensuring standards are maintained and deadlines are met.
Understands and complies with regulations and principles applying to the role and RBCBD policies and procedures Adheres to Conduct Risk standards.
Broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios.
Analyses client's aims and needs to construct solutions as a tool for advisors to communicate to clients.
Production of robust financial plans and analytical information in support of Financial Planners and Financial Advisers under supervision of more senior team members.
Provides guidance to more junior team members and supports senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.
Supports colleagues with client interaction and by developing an awareness of client management and advice.
What do you need to succeed?
Must-have Accuracy, numeracy, attention to detail.
Clear and concise communication skills – oral and written.
Ability to meet deadlines/work within restricted timescales.
Flexible and reliable team member.
Actively develops product and industry knowledge.
Nice-to-have Demonstrates the RBCBD values Ability to work on own initiative to achieve required results 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 and hybrid 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 Building Talent, Business Development, Inspiring, Long Term Planning Additional Job Details Address: 144 MORRISON STREET:EDINBURGH City: Edinburgh Country: United Kingdom Work hours/week: 35 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2024-11-19 Application Deadline: 2024-12-03 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above 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.
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Please let us know if you need any accommodations during the recruitment process.
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