Royal Bank of Canada
RBC Brewin Dolphin – Wealth Paraplanner
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RBC Brewin Dolphin – Wealth Paraplanner
Senior Paraplanner – Edinburgh Office (Full-Time)
What is the Opportunity?
We are seeking an experienced Paraplanner to join our Edinburgh office on a permanent basis. As a Paraplanner, you will provide technical expertise in financial planning solutions, supporting wealth managers and clients with tailored advice.
Ideal for someone who:
- Thrives in a collaborative environment
- Delivers high-quality customer and advisor service
- Offers mentorship to junior team members
- Actively supports senior colleagues for efficient, high-standard task completion
Flexibility: Three days in-office, with up to one remote work day per week (depending on arrangements).
What Will You Do?
You will be responsible for:
- Preparing detailed financial plans, suitability reports, and recommendation documents for Wealth Managers.
- Supporting in client consultation, from new client meetings to annual reviews.
- Conducting research & analysis on:
- Investments
- Pensions & protection strategies
- Tax planning optimisations
- Reviewing client portfolios against risk tolerance, objectives, and regulatory compliance.
- Liaising with:
- Wealth Managers
- Back-office Administrators
- Product providers
- Maintaining accuracy & up-to-date records, refining advice processes.
What Do You Need to Succeed?
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Must-Have
✅ Qualification: Either:
- Attained CII Level 4 Diploma in Regulated Financial Planning or
- Equivalent recognised industry certification ⚠ Ideal (but not mandatory): Progressing towards CII Level 6 Diploma
✅ Experience: Previous Paraplanner role
✅ Technical Knowledge:
- Core financial planning principles
- Tax planning mechanisms (e.g. wrappers, reliefs)
- Pension & protection structures
- Investment strategies
✅ Soft Skills:
- Concentration on detail (comparative analysis, proofreading)
- Strong communication (collaborating with advisors and clients)
- Confidence in regulatory compliance (FCA, pension rules)
✅ Technical:
- Proficient in financial planning software (advisory platforms)
✅ Workstyle:
- Self-motivated (managing multiple deadlines)
- Able to adjust priorities in a fast-paced business
Nice-to-Have
🇷 Certification: Already hold the CII Level 6 Diploma
What’s in It for You?
Career Growth & Development
✨ Opportunity to progress with coaching & structured learning opportunities 🌐 Work collaborations with industry leaders 💼 Create lasting impact on clients’ financial futures
Culture & Community
🏢 Dynamic, supportive team culture (progressive, high-performing) 🙋 Inclusivity & diversity embedded in RBC’s living values:
- Client First
- Integrity
- Collaboration
- Respect
- Excellence
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Additional Benefits
🏛 RBC strives to make a tangible difference to society, aligning with shared corporate purpose of:
- Trusted financial advice
- Supporting clients as well as local communities
Job Details
📍 Location: 144 Morrison Street, Edinburgh, UK
🎯 Average Hours: 35 hours per week
📅 Duration: Permanent, Full-Time
💼 Sector: Wealth Management
📝 Formats accepted:
- Salaried
📅 Posting & Deadline 📅 Open date: 2026-03-16 📅 Closing date: 2026-07-15 (late applications accepted until 11:59 PM BST the day prior)
Important Notes
⚠ RBC Group remarks: "RBC does not accept agency resumes." Resumes should be directed to the Recruitment team solely via channelised applications.
Why Apply?
💡 Join RBC’s global network and contribute meaningfully to clients’ prosperity + community development.
📌 Start your application: Visit rbc.com/careers for more details.
Next Steps
🔗 Stay updated on RBC’s wealthy talent opportunities by signing up for their Talent Community. Cover notes? Silly—let your expertise speak.
Values matter at RBC. We live our shared purpose: everything we do benefits others. 🚀 (And that’s your sign!)
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