Wealth Paraplanner

Job Description

What is the opportunity?We have a fantastic opportunity available for a Wealth Paraplanner to join our Birmingham office on a permanent basis. This role is designed for someone eager to drive impact in a collaborative environment.As part of our high performing team, you’ll be the critical support system to our Wealth Managers. Your expertise will directly enable them to deliver exceptional financial solutions to our clients.
RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.What will you do?

Provide appropriate support for Wealth Managers / Financial Planners.

Craft bespoke financial plans – translate client aspirations into actionable strategies, leveraging your deep technical knowledge.

Facilitate the smooth processing of new and existing business.

Assist w...