“It is such an enjoyable and rewarding job to be able to help clients achieve their financial goals and provide them with some peace of mind about their future.’’
- Locations
- London, St. James’s
Ruta joined RBC Brewin Dolphin in 2022 as a wealth executive. This is a paraplanner role, supporting wealth directors who are giving financial planning advice to clients.
Ruta’s role involves carrying out research behind the financial planning advice and producing client suitability reports. As part of her role, she regularly attends client meetings to build client relationships and offer help and guidance in relation to their estate and retirement planning as well as investments.
Ruta, who is a member of the Chartered Insurance Institute, began her career in financial services in 2018 at Timothy James & Partners where she continuously developed her career for four years. She became a Paraplanner in 2020.