Summary

This mid-level wealth paraplanner role supports wealth managers and financial planners by preparing bespoke financial plans and analytical information. It covers complex client planning needs, including investments, tax strategies, pensions, trusts, and estate planning. The role is based in RBC’s London office, with flexibility to work remotely up to one day per week.

Responsibilities

• Prepare bespoke financial plans for clients
• Analyse client needs and develop planning solutions
• Process new and existing client business
• Monitor administration work, standards, and deadlines
• Support wealth managers with client service and planning