RBC Brewin Dolphin is seeking a Wealth Manager to lead client relationships in Shrewsbury and surrounding areas. You will manage a dedicated client base, deliver tailored financial planning, and drive revenue growth through new opportunities, leveraging your networks and expertise.
The role requires a Level 4 CII/CISI certification or higher, with a proven track record as a Wealth Manager/Financial Planner, and exceptional communication skills to build trust with clients.
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Shrewsbury Wealth Manager: Growth, Planning & Impact employer: Financial Planning Firm
Join a forward-thinking financial planning firm that prioritises your success and offers unparalleled flexibility with fully remote work options. Enjoy tax-free first-year earnings, robust internal support for client interactions, and a clear pathway for career advancement, all while working from anywhere in the world. With a strong emphasis on professional development and a collaborative culture, this is an exceptional opportunity for experienced financial advisers looking to thrive in a rewarding environment.