Associate Wealth Paraplanner

RRoyal Bank of Canada Third Floor, Two Central Square, Cardiff, Not Specified0

Description

The Associate Wealth Paraplanner will join the Cardiff office on a permanent basis to support Wealth Managers and Wealth Paraplanners. This role focuses on ensuring a smooth process for new and existing business and assisting with various administrative and analytical tasks related to financial planning.

What We're Looking For

Provide appropriate support for Paraplanners and Wealth Managers / Financial Planners.,Facilitate the smooth processing of new and existing business.,Assist with monitoring the performance and work throughput of administration support, ensuring standards and deadlines are met.,Adhere 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 for advisors to communicate to clients.,Produce robust financial plans and analytical information to support Financial Planners and Wealth Managers under supervision.,Provide guidance to more junior team members and support senior team members as required.,Support colleagues with client interaction and develop awareness of client management and advice processes.,Support delivery of client service under the guidance of Paraplanners, Wealth Managers and Financial Planners.

Ideal Candidate

Working or planning to work towards CII Level 4 Diploma or equivalent.

Minimum Education

CII Level 4 Diploma or equivalent

Hard Skills

Business Development

Client Centricity

Communication

Long Term Planning

Soft Skills

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

Work Hours

35 hours/week

Benefits

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

Special Commitments

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.

About the Company

Royal Bank of Canada

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.

Purpose-driven

Inclusive

Innovative

Collaborative

Professional

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