Wealth planning Work, Jobs in Edinburgh, Sct (with Salaries)

RBC Brewin Dolphin – Wealth Paraplanner
Royal Bank of Canada —Edinburgh
- Full-time
- Communication skills
- Tax experience
Administrator - Private Client - Edinburgh
Anderson Strathern —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- IT
Trust Coordinator
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Annual leave
- Employee discount
1d
Trainee Sales Associate (Investment 20/20)
Aegon —Edinburgh
- Up to £35,000 a year
- Full-time
- Hybrid work
- Sales
- Organisational skills
- Communication skills
14d
Trainee Sales Associate (Investment 20/20)
Aegon Asset Management —Edinburgh
- Up to £35,000 a year
- Full-time
- Hybrid work
- Sales
- Organisational skills
- Communication skills
14d
RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —Edinburgh
- Full-time
- Management
- Business development
- Communication skills
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
CASS and Regulatory Analyst
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Financial services
- Annual leave
- Employee discount
2d
International Market Lead, Middle East
National Westminster Bank PLC —Edinburgh
- £50,480 - £75,720 a year
- Full-time
- Hybrid work
- Hotel
- Travel
- Banking
- Annual leave
Audit Manager
BDO —Edinburgh
- Full-time
- Project management
Business Assurance Adviser
St. James's Place —Edinburgh
- Analysis skills
- Organisational skills
- IT
- Annual leave
13d
Business Manager
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Leadership
- Communication skills
- Annual leave
- Employee discount
2d
Senior Risk Manager
Nucleus Financial Group —Edinburgh
- IT
- Annual leave
Finance Controls Lead
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Annual leave
- Employee discount
Senior Events Manager
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Salesforce
- Project management
- Travel
- Annual leave
- Employee discount
Front of House (Temporary)
The Progeny Group Limited —Edinburgh
- Temporary
- Hospitality
- Microsoft Excel
- Microsoft Outlook
Quick apply
12h
Head of Operational Resilience & Continuity
FNZ —Edinburgh
- Full-time
- Military
- Master's degree
- Bachelor's degree
9d
Portfolio Manager (Cazenove Edinburgh)
Schroders —Edinburgh
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Business development
Associate Director Financial Planning
Evelyn Partners —Edinburgh
- Full-time
- Hybrid work
- Communication skills
Quick apply
Risk Business Partner – Third Party Risk Management
FNZ —Edinburgh
- Full-time
- Military
- Financial services
- Communication skills
8d

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RBC Brewin Dolphin – Wealth Paraplanner

Royal Bank of Canada -
Edinburgh

Apply Now

Job details

Full-time

Qualifications

Financial planning
Communication skills
Tax experience
Certificate in Insurance

Full job description

Job Description

What is the opportunity?

We have an excellent opportunity for an experienced Paraplanner to join the Edinburgh office on a permanent basis.

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.

We are looking for someone who thrives in a collaborative environment and is passionate about delivering high-quality technical support to wealth managers and clients alike. 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.

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?

Prepare detailed financial plans, suitability reports, and recommendation documents for Wealth Managers.
Support the preparation of client review and new client meetings.
Conduct research and analysis across investments, pensions, protection, and tax planning strategies.
Review client portfolios, ensuring recommendations align with objectives, risk tolerance, and compliance requirements.
Liaise with Wealth Managers, Administrators, and product providers to ensure the smooth delivery of advice and implementation.
Maintain accurate client records and support the ongoing development of advice processes.

What do you need to succeed?

Must-have

You will have attained CII Level 4 Diploma in Regulated Financial Planning or equivalent as a minimum and ideally working towards CII Level 6 or equivalent
Previous experience as a Paraplanner.
Strong understanding of financial planning principles, tax wrappers, pensions, and investments.
Excellent attention to detail.
Strong communication skills, with the ability to build relationships with colleagues and clients.
Confident using financial planning software
Organised, proactive, and able to manage multiple priorities in a dynamic environment.

Nice-to-have

Attained CII Level 6 Diploma in Regulated Financial Planning 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

Additional Job Details

Address:

144 MORRISON STREET:EDINBURGH

City:

Edinburgh

Country:

United Kingdom

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-03-16

Application Deadline:

2026-07-15

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.

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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 planning jobs in edinburgh, sct

RBC Brewin Dolphin – Wealth Paraplanner

Administrator - Private Client - Edinburgh

Trust Coordinator

Trainee Sales Associate (Investment 20/20)

Trainee Sales Associate (Investment 20/20)

RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)

Client Services Associate

CASS and Regulatory Analyst

International Market Lead, Middle East

Audit Manager

Business Assurance Adviser

Business Manager

Senior Risk Manager

Finance Controls Lead

Senior Events Manager

Front of House (Temporary)

Head of Operational Resilience & Continuity

Portfolio Manager (Cazenove Edinburgh)

Associate Director Financial Planning

Risk Business Partner – Third Party Risk Management

I want to receive the latest job alerts for wealth planning in edinburgh, sct

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