Associate Wealth Paraplanner
Top Benefits
About the role
Job Description
What is the opportunity?
We have a fantastic opportunity available for an Associate Paraplanner in our Edinburgh office on a permanent basis.
In this position you will provide support for a group of our Wealth Managers facilitating a smooth process of new & existing business.
What will you do?
- Provide appropriate support for Wealth Managers
- Facilitate the smooth processing of new and existing business.
- Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met.
- Adheres to Conduct Risk standards.
- Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios.
- Analyse client’s aims and needs to construct solutions as a tool for Wealth Managers to communicate to clients.
- Production of robust financial plans and analytical information in support of Wealth Managers under supervision of more senior team members.
- Contribute to the completion of tasks in a timely manner and to a high standard.
- Support colleagues with client interaction and by developing an awareness of client management and advice processes.
- Supports delivery of client service under the guidance of Wealth Managers / Paraplanners
What do you need to succeed?
Must-have
- Clear and concise communication skills – oral and written.
- Ability to meet deadlines/work within restricted timescales.
- Ability to work on own initiative to achieve required results.
Nice-to-have
- Working or planning to work towards CII Level 4 Diploma or equivalent.
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.
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.
#RBCBD
Job Skills
Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management
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:
2025-09-04
Application Deadline:
2025-09-18
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Associate Wealth Paraplanner
Top Benefits
About the role
Job Description
What is the opportunity?
We have a fantastic opportunity available for an Associate Paraplanner in our Edinburgh office on a permanent basis.
In this position you will provide support for a group of our Wealth Managers facilitating a smooth process of new & existing business.
What will you do?
- Provide appropriate support for Wealth Managers
- Facilitate the smooth processing of new and existing business.
- Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met.
- Adheres to Conduct Risk standards.
- Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios.
- Analyse client’s aims and needs to construct solutions as a tool for Wealth Managers to communicate to clients.
- Production of robust financial plans and analytical information in support of Wealth Managers under supervision of more senior team members.
- Contribute to the completion of tasks in a timely manner and to a high standard.
- Support colleagues with client interaction and by developing an awareness of client management and advice processes.
- Supports delivery of client service under the guidance of Wealth Managers / Paraplanners
What do you need to succeed?
Must-have
- Clear and concise communication skills – oral and written.
- Ability to meet deadlines/work within restricted timescales.
- Ability to work on own initiative to achieve required results.
Nice-to-have
- Working or planning to work towards CII Level 4 Diploma or equivalent.
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.
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.
#RBCBD
Job Skills
Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management
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:
2025-09-04
Application Deadline:
2025-09-18
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.