RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England in Bath

Job Description

RBC Brewin Dolphin is seeking Financial Planning-focused Wealth Managers for our offices in Bath, Bristol and Cheltenham.

What is the opportunity?

At RBC Wealth Management Europe, we empower private clients—from professionals and entrepreneurs to charities and inheritors—to achieve their financial aspirations through tailored investments, strategic financial planning, trust services, credit solutions, and banking expertise.

As part of our dynamic growth, the RBC Brewin Dolphin business is seeking a Wealth Manager to lead client relationships in the West of England.

This is your chance to shape exceptional client outcomes while advancing your career in a collaborative, forward‑thinking environment.

As a Wealth Manager, you will oversee and manage a dedicated client base with diverse financial planning needs, ensuring tailored solutions and exceptional service.

You will strengthen existing client relationships through proactive engagement and personalised financial strategies as well as drive revenue expansion by identifying and securing new client opportunities, leveraging your expertise and networks.

This is a permanent, full‑time role and requires 4 days in the office in either the Bath, Bristol or Cheltenham office.

What will you do?

• Build lasting partnerships: Cultivate deep relationships with high-net-worth individuals and families, understanding their unique financial and personal goals to deliver holistic wealth solutions, with support from an excellent team.
• Drive growth with impact: Leverage your expertise to expand our client base through strategic networking, referrals, and business development initiatives, directly contributing to team and individual revenue targets.
• Champion the RBC proposition: Articulate our comprehensive suite of services—from investment strategies to trust and lending solutions—with confidence and clarity, ensuring clients receive seamless, best-in‑class advice.
• Operational excellence: Harness digital tools and process innovations to enhance efficiency, client adoption and scalable growth.

What do you need to succeed?

• Must-have
• Hold a Level 4 CII/CISI certification (with FP & Advice paper) as a minimum, with progress toward Level 6 CII or Chartered Wealth Manager (CISI Level 7) preferred.
• Demonstrated track record as a successful Wealth Manager / Financial Planner, navigating complex advice areas (e. g., tax, estate planning) with integrity and precision.
• Exceptional communication skills, market insight and trust‑building abilities to become clients’ go-to advisor.

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.
• Our Commitment

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC.

We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.

Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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