At a Glance
- Tasks: Support Wealth Managers and assist in managing client relationships while developing your expertise.
- Company: Join RBC Brewin Dolphin, a leading wealth management firm with a collaborative culture.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and world-class training opportunities.
- Other info: Dynamic team environment with strong focus on professional development and community impact.
- Why this job: Make a real impact in clients' lives while growing your career in wealth management.
- Qualifications: Experience in wealth management support and relevant qualifications like CISI Level 4.
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.
Job Skills: Commercial Acumen, Competitive Markets, Decision Making, Financial Regulation, Financial Services Industry, Group Problem Solving, Interpersonal Relationship Management, Investment Risk Management, Private Banking, Product Services.
RBC Brewin Dolphin - Senior Associate, Wealth Management in Plymouth 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.
