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Wealth Paraplanner @ RBC

London, England, GBOnsiteFull-time
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About this role

Become part of our team as a Wealth Paraplanner, supporting Wealth Managers in delivering tailored financial solutions. You will craft bespoke financial plans and facilitate business processing, requiring expertise in complex advice areas. Ideal for candidates with proven paraplanner experience and strong technical knowledge in financial planning.. Category: Customer Service | Client Advice | Sales

Skills

estate planningcii level 4 diplomacisi level 4 diplomatrustsoffshore bondspensionsfinancial planning softwareinvestment managementtax strategyclient counselingclient serviceperformance monitoringanalytical skillsdecision makinginterpersonal relationship management

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