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For Companies At a Glance
- Tasks: Support senior colleagues in Wealth Management and assist with client documentation.
- Company: Join RBC, a leading financial services provider dedicated to client success and community growth.
- Benefits: Enjoy leadership support, coaching opportunities, and a collaborative team environment.
- Why this job: Make a real impact while learning from top professionals in a dynamic setting.
- Qualifications: Administrative experience and clear communication skills; pursuing CII Level 4 Diploma is a plus.
- Other info: Work full-time in Nottingham with a focus on client service and business development.
The predicted salary is between 28800 - 42000 £ per year.
Overview
Wealth Management Associate in Nottingham. The Wealth Associate will provide support and assistance to the team under the guidance of senior colleagues in Wealth Management.
What you will do
- Assist, support, and work under the supervision of a senior wealth colleague.
- Collate and verify the accuracy of information and work provided.
- Support wealth colleagues with client support and assist in preparation of reviews and client documentation.
- Develop knowledge on investments, lending, cash and trust solutions and build knowledge through client support exposure.
- Information giver: provide clients with information and not advice.
- Support business development through correct application of client processes and procedures.
- Aware of the office business plans and support the team in achieving objectives.
- Work collaboratively with One RBC partners and cross-functional colleagues across platforms to ensure clients receive exceptional service.
- Attend external events alongside a senior colleague and assist in the administration of RBC BD events locally.
What you need to succeed
Must-have
- Administrative experience.
- Good attention to detail and knowledge of business sectors, market trends, and financial products to communicate effectively with clients.
- Clear and concise communication skills – oral and written.
- Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.
Nice-to-have
- Knowledge of RBC Brewin Dolphin conduct and values.
- Experience in a financial planning business.
- Financial services administration experience.
What is in it for you?
We thrive on challenging ourselves to grow, delivering trusted advice, and helping clients and communities prosper. We value collaboration, potential, and making a difference.
- Leadership support for development through coaching and opportunities.
- Opportunities to work with leading professionals in the field.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, high-performing team.
Agency Notice
RBC Group does not accept agency résumés. Please do not forward résumés to our employees or to any other company location. RBC Group pays fees to agencies only when there is a prior agreement. Please contact the Recruitment function for details.
Job Details
- Address: STATION STREET, NOTTINGHAM
- City: Nottingham
- Country: United Kingdom
- Work hours/week: 35
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type: Salaried
- Posted Date: 2025-08-26
- Application Deadline: 2025-09-09
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Associate, Wealth Management employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Wealth Management
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and financial products. This knowledge will not only help you in conversations but also demonstrate your commitment to the field during interviews.
✨Tip Number 2
Network with professionals in the industry, especially those who work at RBC or similar firms. Attend relevant events and engage on platforms like LinkedIn to build connections that could lead to referrals.
✨Tip Number 3
Prepare to discuss your administrative experience in detail. Think of specific examples where your attention to detail made a difference, as this is crucial for the role.
✨Tip Number 4
Show enthusiasm for continuous learning, especially regarding the CII Level 4 Diploma. Mention any steps you’ve taken towards this qualification to highlight your dedication to professional development.
We think you need these skills to ace Associate, Wealth Management
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Wealth Management Associate position. Tailor your application to highlight relevant experiences that align with these expectations.
Highlight Relevant Experience: Emphasise any administrative experience you have, particularly in financial services. Mention specific tasks or projects where you demonstrated attention to detail and effective communication skills.
Showcase Your Knowledge: Demonstrate your understanding of market trends, financial products, and the importance of client support. This can be done through examples in your CV or cover letter that illustrate your knowledge and enthusiasm for the wealth management sector.
Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also expresses your motivation for applying to this specific role at RBC. Mention how you align with their values and how you can contribute to their objectives.
How to prepare for a job interview at RBC Brewin Dolphin
✨Showcase Your Administrative Skills
Since administrative experience is a must-have for this role, be prepared to discuss your previous experiences in detail. Highlight specific tasks you've managed and how they relate to the responsibilities of a Wealth Management Associate.
✨Demonstrate Attention to Detail
This position requires a keen eye for detail, especially when collating and verifying information. During the interview, provide examples of how you've ensured accuracy in your past work, and explain why this skill is crucial in wealth management.
✨Communicate Clearly and Concisely
Effective communication is key in this role. Practice articulating your thoughts clearly, both verbally and in writing. You might be asked to explain complex financial concepts, so be ready to simplify them for better understanding.
✨Familiarise Yourself with RBC Values
Understanding the company's conduct and values can set you apart from other candidates. Research RBC Brewin Dolphin's mission and values, and think about how your personal values align with theirs. This will show your genuine interest in the company.
