Wealth management Work, Jobs in Bath, Som (with Salaries)

Associate Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Mentoring
- Communication skills
4d
Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
Talent Acquisition Business Partner (Wealth Management)
Titan Wealth Holdings —Bristol
- £5 - £10 a year
- Full-time
- Hybrid work
- Continuous improvement
- In-person
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
Wills, Trust and Estates Disputes Lawyer
Buckles Solicitors LLP —Bristol
- Full-time
- Hybrid work
- Business development
- Communication skills
- Annual leave
Talent Acquisition Specialist
Titan Wealth Holdings —Bristol
- £5 - £10 a year
- Full-time
- Hybrid work
- Continuous improvement
- Travel
- Recruiting
- Health & wellbeing programme
- Annual leave
Quick apply
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Bath
- Full-time
- Business development
- Communication skills
Private Wealth Legal Executive
Osborne Clarke —Bristol
- Full-time
- Microsoft Word
Machine Learning Engineer (KTP Associate)
University of Bath —Bath
- £43,000 - £51,000 a year
- Full-time
- Hybrid work
- University
- Machine learning
- AI
- Employee discount
Panel Administrator - Adoption West
Bath and North East Somerset Council —Bath
- £15,452 - £15,949 a year
- Call to connect
- Microsoft Powerpoint
- Research
- Administrative experience
8d
Private Banking - Private Banking Executive
Arbuthnot Latham —Bristol
- Organisational skills
- Computer skills
- Banking
Consultant - Senior Consultant: Project Controls / Planning
i3Works —Bristol
- £40,000 - £60,000 a year
- Hybrid work
- Management
- Business development
- Agile
- Annual leave
- Life insurance
Transformation Project Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- PMP
- Analysis skills
- Organisational skills
Private Client Adviser
Swiss Life Global Solutions —Bath
- Annual leave
- Employee assistance programme
Digital Transformation Consultants
i3Works —Bristol
- £45,000 - £70,000 a year
- Full-time
- Hybrid work
- Business development
- Continuous improvement
- Mentoring
- Annual leave
- Life insurance
Senior / Principal Consultant - Service Management
i3Works —Bristol
- From £65,000 a year
- Hybrid work
- Continuous improvement
- Communication skills
- Annual leave
- Life insurance
Onboarding Consultant - 12 month FTC
The Openwork Partnership —Swindon
- Up to £55,000 a year
- Travel
- Mentoring
- Financial services
5d
Project Change Lead - Financial Crime Operations
Wealthtime —Bath
- Full-time
- Hybrid work
- Data analysis skills
International Market Lead, Middle East
National Westminster Bank PLC —Bristol
- £73,240 - £109,860 a year
- Full-time
- Hybrid work
- Management
- Business development
- Travel
- Annual leave
Project Manager - Regional Civil Engineering business - South West
Octavius Infrastructure —Bath
- Full-time
- Hybrid work
- Civil engineering
- Engineering
- Continuous improvement
- Annual leave
Financial Advice Quality Assessor - South
Atomos —Bristol
- Hybrid work
- Analysis skills
- Communication skills
- Analytics
1d

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Associate Wealth Paraplanner

Royal Bank of Canada -
Bath

Apply Now

Job details

Full-time
4 days ago

Qualifications

Financial planning
Mentoring junior staff
Mentoring
Communication skills
Certificate in Insurance

Full job description

Job Description

What is the opportunity?

We have a fantastic opportunity available for an Associate Wealth Paraplanner to join our Bath office on a permanent basis.

In this position you will provide support for a group of our Wealth Managers and Planners, facilitating a smooth process of new & existing business.

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, depending on working arrangements.

What will you do?

Provide appropriate support for Wealth Managers / Financial Planners.
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 advisors to communicate to clients.
Production of robust financial plans and analytical information in support of Financial Planners and Wealth Managers under supervision of more senior team members.
Provide guidance to more junior team members and support senior team members as required to 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 / Financial Planners.

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.

Agency Notice

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.

#RBCBD

Job Skills

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Additional Job Details

Address:

QUEEN SQUARE PLACE:BATH

City:

Bath

Country:

United Kingdom

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-18

Application Deadline:

2026-09-01

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply Now

Refine Your Search

wealth management jobs in bath, som

Associate Wealth Paraplanner

Wealth Management Administrator

Talent Acquisition Business Partner (Wealth Management)

Wills, Trust and Estates Disputes Lawyer

Talent Acquisition Specialist

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

Private Wealth Legal Executive

Machine Learning Engineer (KTP Associate)

Panel Administrator - Adoption West

Private Banking - Private Banking Executive

Consultant - Senior Consultant: Project Controls / Planning

Transformation Project Manager

Private Client Adviser

Digital Transformation Consultants

Senior / Principal Consultant - Service Management

Onboarding Consultant - 12 month FTC

Project Change Lead - Financial Crime Operations

International Market Lead, Middle East

Project Manager - Regional Civil Engineering business - South West

Financial Advice Quality Assessor - South

I want to receive the latest job alerts for wealth management in bath, som

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