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Responsibilities include: The role will involve providing appropriate support for our Financial Planners and liaising with the administration team daily. You will help facilitate the smooth processing of new and existing business. You will support the preparation of client review and new client meetings You will supports delivery of client service under the guidance of Financial Advisers / Financial Planners
Skills/Qualifications You will have attained CII Level 4 Diploma in Regulated Financial Planning or equivalent. Previous experience as a Paraplanner essential. As you will be producing reports, accuracy, numeracy and attention to detail are a key skill required for this role. You must be a strong communicator, with the ability to build relationships with colleagues and clients. You will often be juggling multiple priorities, so the ability to prioritise your work and meet deadlines is important. We have a strong team ethos at RBC Brewin Dolphin, so we are looking for someone who is a team player, who others can rely on.
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