RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds. We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning. With over 30 offices across the UK and Ireland this enables us to combine the best of local understanding with national scale and perspective. About this opportunity: We have a requirement for a Paraplanner to join our team in Bath on a permanent basis. If you feel this role suits your skills and experience, we would love to hear from you. 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. In order to support our Financial Planning team, you will produce robust financial plans and analytical information. 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. Responsibilities include: The role will involve providing appropriate support for our Financial Planners and liaising with the administration team daily. You will help facilitate the smooth processing of new and existing business. You will support the preparation of client review and new client meetings You will supports delivery of client service under the guidance of Financial Advisers / Financial Planners Skills/Qualifications You will have attained CII Level 4 Diploma in Regulated Financial Planning or equivalent. Previous experience as a Paraplanner essential. As you will be producing reports, accuracy, numeracy and attention to detail are a key skill required for this role. You must be a strong communicator, with the ability to build relationships with colleagues and clients. You will often be juggling multiple priorities, so the ability to prioritise your work and meet deadlines is important. We have a strong team ethos at RBC Brewin Dolphin, so we are looking for someone who is a team player, who others can rely on. RBC Brewin Dolphin is proud to be an equal opportunity employer. We are committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation and disability. If you have particular requirements in relation to accessibility or mobility during the recruitment process, please let us know and we will do our best to make suitable adjustments. To apply for this role, please click the "Apply" button below. The closing date for applications is 05/05/2024. Some of our vacancies receive high numbers of applications and we may decide to close this sooner, so we would encourage you to apply as early as possible. LI-EB Hybrid