Wealth Paraplanner
RBC — 16 ST HELEN'S PLACE:LONDON
Posted 2026-10-06
Job Description What is the opportunity? We have a fantastic opportunity available for a Wealth Paraplanner to join our London 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 with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met. Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios. Analyse client’s aims and needs