RBC Brewin Dolphin – Wealth Paraplanner at Dr Bill RBC Ventures

City of Edinburgh, Scotland, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

17 Jul, 26

Salary

0.0

Posted On

18 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial planning, Suitability reports, Research and analysis, Pension planning, Tax planning, Investment analysis, Portfolio review, Client relationship management, Financial planning software, Regulatory compliance, Technical support, Communication skills, Attention to detail, Proactive, Organization

Industry

Banking

Description

Job Description What is the opportunity? We have an excellent opportunity for an experienced Paraplanner to join the Edinburgh office on a permanent basis. As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and have gained knowledge through exposure to client planning scenarios. You will analyse our clients' aims and needs to construct solutions as a tool for advisors to communicate to clients. We are looking for someone who thrives in a collaborative environment and is passionate about delivering high-quality technical support to wealth managers and clients alike. You will provide guidance to more junior team members and support senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team. 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? Prepare detailed financial plans, suitability reports, and recommendation documents for Wealth Managers. Support the preparation of client review and new client meetings. Conduct research and analysis across investments, pensions, protection, and tax planning strategies. Review client portfolios, ensuring recommendations align with objectives, risk tolerance, and compliance requirements. Liaise with Wealth Managers, Administrators, and product providers to ensure the smooth delivery of advice and implementation. Maintain accurate client records and support the ongoing development of advice processes. What do you need to succeed? Must-have You will have attained CII Level 4 Diploma in Regulated Financial Planning or equivalent as a minimum and ideally working towards CII Level 6 or equivalent Previous experience as a Paraplanner. Strong understanding of financial planning principles, tax wrappers, pensions, and investments. Excellent attention to detail. Strong communication skills, with the ability to build relationships with colleagues and clients. Confident using financial planning software Organised, proactive, and able to manage multiple priorities in a dynamic environment. Nice-to-have Attained CII Level 6 Diploma in Regulated Financial Planning 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 additional details. #RBCBD Job Skills 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: 2026-03-16 Application Deadline: 2026-05-05 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail. 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 84,000+ employees who 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 more than 16 million clients in Canada, the U.S. and 34 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 rbc.com/community-social-impact.

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Responsibilities

Prepare detailed financial plans, suitability reports, and recommendation documents while conducting research across investments, pensions, and tax strategies. Liaise with wealth managers and administrators to ensure the smooth delivery of advice and maintain accurate client records.