At a Glance
- Tasks: Provide expert guidance to Wealth Managers and support client advice with technical knowledge.
- Company: Join RBC Brewin Dolphin, a leader in wealth management with a collaborative culture.
- Benefits: Enjoy competitive compensation, bonuses, flexible benefits, and world-class training opportunities.
- Other info: Dynamic team environment with excellent career development and coaching support.
- Why this job: Make a meaningful impact by empowering advisors to deliver exceptional client outcomes.
- Qualifications: Strong knowledge in financial planning, tax, and investments; experience in wealth management preferred.
The predicted salary is between 60000 - 75000 € per year.
Join our team as a Technical Advice Specialist and become an invaluable partner to our Wealth Managers. In this role, you'll be at the heart of the RBCBD Client Advice team, providing expert guidance that empowers our advisors to deliver outstanding, compliant advice to our clients. Your deep technical knowledge across planning, tax, and regulatory matters will be the backbone supporting our team – ensuring every client receives holistic, practical solutions tailored to their unique needs. If you're passionate about helping talented advisors excel and take pride in enabling exceptional client outcomes, this is your opportunity to make a meaningful impact.
What will you do?
- Prepare and present practical case studies to illustrate technical concepts and support learning and development.
- Provide technical support across investments, pensions, tax, and estate planning to Wealth Managers.
- Act as a subject matter expert on client cases, reviewing proposed advice strategies and ensuring regulatory compliance.
- Design and deliver training, including online clinics, in‑person sessions, and national briefings to support ongoing upskilling.
- Maintain quality assurance standards to ensure all advice aligns with regulatory requirements and internal governance.
- Interpret budget and legislative changes to develop case studies that help Wealth Managers advise clients on planning opportunities.
- Work with third‑party providers to deliver specialist training on products and regulatory updates.
- Build strong cross‑functional relationships with Regional Centre Heads, Heads of Office, Wealth Managers, and support teams, acting as a trusted technical coach.
- Work closely with Wealth Managers to utilise cashflow modelling effectively, helping ensure client plans are aligned with their goals.
Must-have
- Strong technical knowledge of financial planning, pensions, tax, investments, and estate planning with an understanding of relevant regulatory frameworks.
- Experience in wealth management or private banking delivering or supporting financial advice.
- Excellent communication and interpersonal skills with the ability to build relationships, coach, and influence colleagues effectively.
- Strong analytical and problem‑solving skills with meticulous attention to detail and a commitment to quality.
- Ability to interpret complex technical information and translate it clearly for diverse audiences.
- Experience with cashflow modelling tools (highly desirable).
- RQF Level 6 Advanced Diploma in Financial Planning or equivalent.
- Chartered or working towards Chartered status (e.g., CII/CISI) preferred.
- Relevant specialist qualifications are advantageous.
- Proven industry experience.
What is in it for you?
- A comprehensive Total Rewards Program 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 program in financial services.
RBC Brewin Dolphin - Technical Advice Manager employer: RBC Brewin Dolphin
At RBC Brewin Dolphin, we pride ourselves on being an exceptional employer that fosters a dynamic and collaborative work environment. As a Technical Advice Manager, you will benefit from a comprehensive Total Rewards Program, including competitive compensation and flexible benefits, while having the opportunity to work alongside industry leaders who are committed to your professional growth. Our world-class training programmes and focus on making a meaningful impact ensure that you will thrive in your role, contributing to outstanding client outcomes in the heart of the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land RBC Brewin Dolphin - Technical Advice Manager
✨Tip Number 1
Network like a pro! Reach out to current employees at RBC Brewin Dolphin on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can discuss financial planning, pensions, and tax regulations confidently. We want to see that you can translate complex concepts into clear advice!
✨Tip Number 3
Showcase your communication skills! During interviews, focus on how you've built relationships and coached others in previous roles. We love candidates who can influence and inspire their colleagues.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at RBC Brewin Dolphin.
We think you need these skills to ace RBC Brewin Dolphin - Technical Advice Manager
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your technical knowledge in financial planning, pensions, tax, and investments. We want to see how your experience aligns with the role of Technical Advice Manager, so don’t hold back on showcasing your relevant skills!
Showcase Your Communication Skills:Since this role involves building relationships and coaching colleagues, it’s crucial to demonstrate your excellent communication skills. Use clear and concise language in your application, and consider including examples of how you've effectively communicated complex information in the past.
Highlight Your Problem-Solving Abilities:We love candidates who can think critically and solve problems! In your application, share specific instances where you’ve tackled challenges in wealth management or financial advice. This will show us that you have the analytical skills we’re looking for.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our team and what we do!
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial planning, pensions, tax, and investments. Be ready to discuss how these areas interlink and how they can impact client advice. This will show that you're not just familiar with the concepts but can apply them practically.
✨Prepare Case Studies
Since you'll be presenting practical case studies, think of a few relevant examples from your experience. Tailor them to highlight your problem-solving skills and how you've helped clients or advisors in the past. This will demonstrate your ability to translate complex information into actionable advice.
✨Build Relationships
During the interview, focus on your interpersonal skills. Share examples of how you've built strong relationships with colleagues or clients. This role is all about collaboration, so showing that you can connect with others will be a big plus.
✨Show Your Passion
Let your enthusiasm for helping advisors excel shine through. Talk about why you love working in wealth management and how you’ve made a difference in previous roles. A genuine passion for the industry can set you apart from other candidates.
