Associate Wealth Paraplanner

RBC

Cardiff, United Kingdom
Fully remote
Clear and concise communication skills
Ability to meet deadlines
Work on own initiative
Provide support for Wealth Managers and Wealth Paraplanners, facilitating a smooth process of new & existing business

Job Summary

  • Provide support for Wealth Managers and Wealth Paraplanners, facilitating a smooth process of new & existing business.
  • Production of robust financial plans and analytical information in support of Financial Planners and Wealth Managers under supervision.
  • We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Matching Summary

Provide support for Wealth Managers and Wealth Paraplanners, facilitating a smooth process of new & existing business.

Skills & Requirements

Must-have

  • Clear and concise communication skills
  • Ability to meet deadlines
  • Work on own initiative
  • Adheres to Conduct Risk standards
  • Analyze client's aims and needs

Nice-to-have

  • Progressive thinking
  • Collaborative team environment
  • Client First values
  • Integrity and Excellence values

Key Requirements

  • Working towards CII Level 4 Diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter