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RBC Brewin Dolphin – Wealth Paraplanner @ RBC

Edinburgh, United KingdomOnsiteFull-timePosted 3 days ago

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About this role

Embrace the role of a Paraplanner in Edinburgh, delivering high-quality financial planning solutions for wealth managers and clients. Leverage your expertise in financial planning, investment analysis, and client relationship management. Collaborate with a dynamic team and help shape trusted wealth strategies. Grow your career with RBC and make a real impact in the financial services industry.. Category: Customer Service | Client Advice | Sales

Skills

financial planningwealth managementfinancial planning softwaretax planninginvestment analysispension planningportfolio reviewclient relationship managementstakeholder managementresearch and analysiscompliance reviewclient record managementcoaching junior stafftask prioritization

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RBC Brewin Dolphin – Wealth Paraplanner at RBC | ResuMinder Jobs