What is the opportunity?

Our Glasgow office offers a range of services, including private client financial planning, investment management, and services for professional intermediaries. The team offers a service that places clients at the centre of a circle of professional advice, dedicated to making their wealth work for them.

They are now 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?

• You will provide appropriate support for Wealth Manager and Wealth Directors and will liaise effectively with the administration team

• Analyse 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

• Support preparation of client review and new client meetings

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

• Support preparation of client review and new client meetings

• In this role, you will be aware of the office business plans and understand how your role supports the office/team in achieving its goals

What do you need to succeed?

Must-have

• You will have previous experience as a Paraplanner, with knowledge across various wealth planning topics including complex planning.

• Attained CII Level 4 Diploma in Regulated Financial Planning

• 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

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.

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation

• 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

• A world-class training program in financial services

• 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.

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Job Skills

Accounting Finance, Budgeting, Cold Calling, Decision Making, Financial Engineering, Financial Statement Analysis, Interpersonal Relationship Management, Investment Management, Product Services, Sales and Operations Planning (S&OP)

Additional Job Details

8TH FLOOR, CADWORKS 41, WEST CAMPBELL STREET:GLASGOWGlasgowUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2025-03-272025-04-10

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.