At a Glance
- Tasks: Support Wealth Managers and develop your expertise in client-facing wealth management.
- Company: Join RBC, a leading bank committed to client success and community impact.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and world-class training.
- Other info: Collaborative environment with opportunities for professional development and growth.
- Why this job: Make a real difference while growing your career in a dynamic team.
- Qualifications: Experience in wealth management support and relevant qualifications are essential.
The predicted salary is between 37800 - 46200 £ per year.
We are seeking a Senior Associate for the South West Wealth Management team who service clients across Cornwall and Devon. As a Senior Associate, you will provide support to Wealth Managers as you develop your expertise and confidence in client-facing wealth management. This is an ideal opportunity to deepen your existing knowledge of financial planning solutions, whilst building your career into advice.
This is a permanent, full-time role and requires 4 days in the office at our Exeter, Plymouth, or Truro location.
What will you do?
- Assist with the management of client bases under the guidance of Senior Wealth Managers, supporting relationship maintenance and growth.
- Undertake paraplanning and technical support tasks, including preparation of reports and documentation to support client advice processes.
- Participate in client meetings in a support capacity, building confidence through collaboration with senior colleagues.
- Contribute to identifying new business opportunities and ensuring clients are referred to the appropriate team within RBC for specialist solutions.
- Work collaboratively across One RBC, engaging with functional colleagues and business units to enhance client service delivery.
- Maintain adherence to all regulatory requirements, FCA Conduct Rules, and RBC policies whilst ensuring good client outcomes.
What do you need to succeed?
Must-have:
- Demonstrable experience within a prior Wealth Manager support role.
- Attained CISI Level 4 (with financial planning paper), or CII Level 4 and working towards further qualifications e.g. level 6/7.
- Robust knowledge of wealth management principles and the client advice process.
- Strong analytical, communication, and presentation skills.
- Excellent attention to detail with the ability to meet tight deadlines.
- Ability to learn from experience and adapt to new situations, with a proactive approach to professional development.
Nice-to-have:
- Attained CII Level 6 or CISI Level 7.
What is in it for you?
We thrive on the challenge to be our best—progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Programme including bonuses, flexible benefits and competitive compensation.
- Leaders who support your development through coaching and managing opportunities.
- Opportunities to work with the best in the field.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- A world-class training programme in financial services.
RBC Brewin Dolphin - Senior Associate, Wealth Management in Exeter employer: RBC Brewin Dolphin
RBC Brewin Dolphin is an exceptional employer, offering a dynamic and collaborative work environment where innovation thrives. As a Director in the Intermediaries department, you will benefit from a comprehensive Total Rewards Programme, including competitive compensation and flexible benefits, while having the opportunity to lead transformational initiatives that make a lasting impact. With a strong focus on employee development and a world-class training programme, you will be supported in your career growth within a high-performing team dedicated to delivering trusted advice and making a difference in the community.
StudySmarter Expert Advice🤫
We think this is how you could land RBC Brewin Dolphin - Senior Associate, Wealth Management in Exeter
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like RBC Brewin Dolphin. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace RBC Brewin Dolphin - Senior Associate, Wealth Management in Exeter
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RBC Brewin Dolphin.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RBC Brewin Dolphin's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RBC Brewin Dolphin
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RBC Brewin Dolphin.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at RBC Brewin Dolphin will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RBC Brewin Dolphin employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
