Wealth paraplanner Work, Jobs in Bromley (with Salaries)

Associate Wealth Paraplanner - 10 month FTC
Royal Bank of Canada —London
- Full-time
- Communication skills
4d
Paraplanner
Enver Wealth Management —London
- £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Work from home
Quick apply
6d
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
11d
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Remote
- Travel
5d
Wealth Administrator
Cooper Parry —London
- Full-time
- Analysis skills
14d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
8d
Paraplanner FTC 12 month Maternity Cover
Schroders —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
IFA Administrative Assistant
Fleet Street Wealth —London
- Up to £28,000 a year
- Full-time
- Hybrid work
- Administrative experience
- In-person
- Phone etiquette
Quick apply
8d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Paraplanner
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
5d
Paraplanner
AAB —Crawley
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Senior Paraplanner
Cooper Parry —London
- Full-time
- Tax experience
8d
Paraplanner
Hoxton Wealth —London
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
14d
Platform Service Manager
7IM —London
- Financial services
- Retail management
- Tax experience
Platform Service Manager
Seven Investment Management —London
- Financial services
- Retail management
- Tax experience
Senior Financial Planner
WTW —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme

More jobs to discover

Find similar jobs that you might be interested in.

Paraplanner
Enver Wealth Management —London
Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models…
£30,000 a year
Quick apply
6d
TRAINEE PARAPLANNER
PPSL —Reigate
Diploma Level 4 or 1-2 exams away. ( less maybe considered ). Strong knowledge of Financial Service products, principles and practices.
£30,000 - £40,000 a year
Quick apply

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Associate Wealth Paraplanner - 10 month FTC

Royal Bank of Canada -
London

Apply Now

Job details

Full-time
4 days ago

Qualifications

Financial planning
Cash management
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 London office on a 10 month FTC basis. This role is designed for someone who is looking to start their career in paraplanning.

As part of our high performing team, you’ll be the critical support system to our Wealth Managers. Your expertise will directly enable them to deliver exceptional financial solutions to our clients.

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

Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

Additional Job Details

Address:

16 ST HELEN'S PLACE:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-06-18

Application Deadline:

2026-07-02

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

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Associate Wealth Paraplanner - 10 month FTC

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