Wealth manager Work, Jobs in Haresfield, Gls (with Salaries)

Wealth Paraplanner
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Mentoring
- Communication skills
Business Development Executive
IMSM —Malmesbury
- Hybrid work
- Business development
- Time management
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Communication skills
Openings Support Manager
Hickory's Smokehouse —Swindon
- Up to £35,000 a year
- Full-time
- Restaurant management
- Team management
- Mentoring
- Health & wellbeing programme
- Employee discount
Quick apply
RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries
Royal Bank of Canada —Cheltenham
- Full-time
- Management
- Analysis skills
- Bachelor's degree
3d
Associate (5-7 PQE), UK Private Client
Charles Russell Speechlys —Cheltenham
- Full-time
- Hybrid work
- Mentoring
- Communication skills
General Foreperson - Regional Civil Engineering Business - South West
Octavius Infrastructure —Cirencester
- Full-time
- Hybrid work
- Civil engineering
- Management
- Quality control
- Annual leave
Portfolio Manager (Cazenove Bristol)
Schroders —Bristol
- Full-time
- Business development
- Travel
- Organisational skills
Police Constable Dog Handler Transferee
Avon and Somerset Constabulary —Almondsbury
- £31,164 - £50,256 a year
- Full-time
Fire & Security Systems Service Engineer
Global Fire & Security Systems LTD —Gloucester
- Overtime
- Organisational skills
- Communication skills
- Annual leave
- Referral programme
Quick apply
11d
Assistant Manager
The Wellington, Bristol —Bristol
- £34,800 - £36,000 a year
- Full-time
- Guest services
- Employee discount
Quick apply

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Wealth Paraplanner

Royal Bank of Canada -
Cheltenham

Apply Now

Job details

Full-time

Qualifications

Financial planning
Pension
Mentoring junior staff
Business development
Mentoring
Estate planning
Communication skills
Certificate in Insurance

Full job description

Job Description

What is the opportunity?

We have a fantastic opportunity available for a Wealth Paraplanner to join our Bristol or Cheltenham office on a permanent basis. This role is designed for someone eager to drive impact in a collaborative environment.

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.
Craft bespoke financial plans – translate client aspirations into actionable strategies, leveraging your deep technical knowledge.
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.
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

Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts, offshore bonds, pensions etc).
Technical ability: Confidence with financial planning software and a knack for dissecting investments, tax strategies, and pensions.
Collaborative spirit: A team player who thrives in a fast-paced, progressive culture.

Nice-to-have

Working towards or attained CII or CISI Level 6 or equivalent.
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.

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

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address:

40 QUEEN SQUARE:BRISTOL

City:

Bristol

Country:

United Kingdom

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-10

Application Deadline:

2026-08-11

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 manager jobs in haresfield, gls

Wealth Paraplanner

Business Development Executive

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

Openings Support Manager

RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries

Associate (5-7 PQE), UK Private Client

General Foreperson - Regional Civil Engineering Business - South West

Portfolio Manager (Cazenove Bristol)

Police Constable Dog Handler Transferee

Fire & Security Systems Service Engineer

Assistant Manager

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