What is the opportunity?
We have a fantastic opportunity available for an Associate Paraplanner in our Edinburgh office on a permanent basis.
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
Note
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.
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
Inclusion and Equal Opportunity Employment: At RBC, we believe an inclusive workplace with diverse perspectives is core to our growth. We strive to foster a workplace based on respect, belonging and opportunity for all.
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