Investment banking Work, Jobs in Beach, Gls (with Salaries)

Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
14d
International Market Lead, Middle East
National Westminster Bank PLC —Bristol
- Full-time
- Hybrid work
- Travel
- Banking
- Annual leave
8d
Private Banker (Bristol)
Arbuthnot Latham —Bristol
- Microsoft Office
- Business development
- Financial services
9h
Investment Manager
Maven Capital Partners UK —Bristol
- Full-time
- Business development
- Organisational skills
- Communication skills
- Paid training
- Annual leave
Payment Administrator (30 hours per week, full time hours will be considered)
Weybourne —Malmesbury
- Part-time
- Computer literacy
- Microsoft Office
- Organisational skills
- Free parking
- Annual leave
Quick apply
1d
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Bath
- Full-time
- Business development
- Communication skills
- Banking
Associate Director - Technology, Vision, Strategy & Architecture (Financial Services – Banking & Capital Markets)
Deloitte —Bristol
- Hybrid work
- Business development
- Machine learning
- Accounting
Deputy Chief Officer & Responsible Financial Officer
Shepton Mallet Town Council —Shepton Mallet
- From £39,862 a year
- Part-time
- Hybrid work
- Administrative experience
- Financial services
- In-person
- Employee discount
- Sick pay
Quick apply
11d
Market Lead, Americas
National Westminster Bank PLC —Bristol
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Annual leave
8d
People Control Senior Manager
Lloyds Banking Group —Bristol
- £83,411 - £100,580 a year
- Full-time
- Hybrid work
- Communication skills
7d
Apperenctice - Mortgage and Insurance paraplanner
Best Mortgage Advise —Bristol
- Basic maths
- Financial services
- In-person
Quick apply
Solicitor - NQ to 5 PQE
Accutrainee —Bristol
- Hybrid work
- Contracts
- Financial services
Business Development Manager
Lloyds Banking Group —Bristol
- Full-time
- Business development
- Financial services
8d
Assistant Manager, Marketing Analytics
Lloyds Banking Group —Bristol
- £48,987 - £54,430 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Financial Services (Regulatory) Associate Director
Osborne Clarke —Bristol
- Financial services
10d
Finance Assistant Manager (12 Month FTC)
Lloyds Banking Group —Bristol
- £44,901 - £49,890 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Oracle
- Microsoft Office
9d
Manager/ Associate Director, Financial Advisory
Teneo —Bristol
- Microsoft Powerpoint
- Microsoft Excel
- Business development
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
National Account Manager
Bestway Group —Bristol
- Full-time
- Presentation skills
- Organisational skills
Quick apply
8d
Head of B2C Sales
Cotswold Energy Group —Stonehouse
- Full-time
- Hybrid work
- Sales
- Salesforce
- Bachelor's degree
Quick apply

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Wealth Paraplanner

Royal Bank of Canada -
Bath

Apply Now

Job details

Full-time
14 days ago

Qualifications

Financial planning
Customer service
Communication skills
Tax experience
Certificate in Insurance

Full job description

Job Description

What is the opportunity?

RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit, and banking capabilities.

We have an excellent opportunity for a Wealth Paraplanner to join the team in Bath. 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

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:

2026-06-04

Application Deadline:

2026-06-18

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

investment banking jobs in beach, gls

Wealth Paraplanner

International Market Lead, Middle East

Private Banker (Bristol)

Investment Manager

Payment Administrator (30 hours per week, full time hours will be considered)

RBC Brewin Dolphin - Wealth Manager - West of England

Associate Director - Technology, Vision, Strategy & Architecture (Financial Services – Banking & Capital Markets)

Deputy Chief Officer & Responsible Financial Officer

Market Lead, Americas

People Control Senior Manager

Apperenctice - Mortgage and Insurance paraplanner

Solicitor - NQ to 5 PQE

Business Development Manager

Assistant Manager, Marketing Analytics

Financial Services (Regulatory) Associate Director

Finance Assistant Manager (12 Month FTC)

Manager/ Associate Director, Financial Advisory

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

National Account Manager

Head of B2C Sales

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