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- Tasks: Manage client relationships and develop new business opportunities in financial planning.
- Company: RBC Brewin Dolphin is a leading wealth management firm dedicated to client success.
- Benefits: Enjoy flexible working, professional development, and the chance to make a real impact.
- Why this job: Join a dynamic team focused on growth, collaboration, and community impact.
- Qualifications: CII Level 4 Diploma or equivalent; strong communication skills required.
- Other info: Full-time role based in Leeds with hybrid working options.
The predicted salary is between 28800 - 48000 £ per year.
Job Description
What is the opportunity?
We are seeking a Financial Planner to join our team in Leeds. The team provides Financial Planning advice to a combination of our own private clients and integrated wealth management clients. We are looking for someone who is keen to play a significant contribution to the growth of this integrated Wealth Management environment.
The successful candidate will have responsibility for the development and subsequent management of a financial planning client base. You will lead business development activities, aligned to the group strategy and work to exceed targets. You will have a comprehensive understanding of core Financial Planning solutions and will have built knowledge through exposure to various client planning scenarios.
If you feel this role suits your skills and experience, we would be keen to hear from you.
What will you do?
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Management of a client base, developing and maintaining existing client relationships whilst further increasing business with the generation of new clients.
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Proactively represents FP function internally and RBC Brewin Dolphin externally to develop and positively influence the firms position within the marketplace.
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Develop your network through seeking opportunities with current, new and potential clients.
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Drive efficiency within the office/team to sustain business growth while ensuring fair client outcomes.
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Provision of regulated advice across all standard licenced areas.
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Produce (where appropriate) financial solutions to meet clients’ needs and delivers ongoing monitoring and review, making changes where appropriate to deliver continued suitability of investments.
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Responsible for ensuring ongoing client suitability.
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Manage all actions consistent with the advice given to clients.
What do you need to succeed?
Must-have
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CII Level 4 Diploma or equivalent
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Maintain SPS in line with professional body requirements.
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Significant previous experience as a Financial Planner
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Good communication skills – oral and written
Nice-to-have
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Ideally working towards, or obtained, CII Level 6 Advanced Diploma or equivalent.
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.
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Leaders who support your development through coaching and managing opportunities.
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Opportunities to work with the best in the field.
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Ability to make a difference and lasting impact.
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Work in a dynamic, collaborative, progressive, and high-performing team.
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Flexible working and hybrid options fully supported.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
Job Skills
Business Development, Client Centricity, Communication, Long Term Planning
Additional Job Details
Address:
10 WELLINGTON PLACE:LEEDS
City:
Leeds
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-01-28
Application Deadline:
2025-09-04
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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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RBC Brewin Dolphin - Financial Planner employer: RBC
Contact Detail:
RBC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RBC Brewin Dolphin - Financial Planner
✨Tip Number 1
Network actively within the financial services community in Leeds. Attend local finance events, seminars, and workshops to meet potential clients and industry peers. Building relationships can lead to referrals and new business opportunities.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only enhance your credibility but also allow you to provide informed advice to clients, making you a more attractive candidate for the role.
✨Tip Number 3
Demonstrate your business development skills by showcasing any previous successes in acquiring and managing clients. Prepare specific examples of how you've grown a client base or improved client relationships in past roles.
✨Tip Number 4
Familiarise yourself with RBC Brewin Dolphin's values and mission. Tailor your conversations and networking efforts to align with their focus on client-centricity and community impact, showing that you're a good cultural fit for the team.
We think you need these skills to ace RBC Brewin Dolphin - Financial Planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Financial Planner position. Tailor your application to highlight how your skills and experiences align with the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise your previous experience as a Financial Planner. Include specific examples of how you've managed client relationships and contributed to business development in past roles.
Showcase Your Qualifications: Mention your CII Level 4 Diploma or equivalent clearly in your application. If you're working towards or have obtained the CII Level 6 Advanced Diploma, be sure to include that as well, as it will strengthen your application.
Craft a Compelling Cover Letter: Write a personalised cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Discuss how you can contribute to the growth of RBC Brewin Dolphin and why you are a good fit for their team.
How to prepare for a job interview at RBC
✨Showcase Your Financial Knowledge
Make sure to demonstrate your understanding of core Financial Planning solutions. Be prepared to discuss various client planning scenarios you've encountered in the past, as this will show your depth of experience and ability to handle diverse situations.
✨Highlight Business Development Skills
Since the role involves driving business growth, be ready to share specific examples of how you've successfully developed client relationships or generated new business in previous roles. This will illustrate your proactive approach and alignment with the company's goals.
✨Communicate Effectively
Strong communication skills are essential for this position. Practice articulating your thoughts clearly and concisely, both verbally and in writing. Consider preparing a few key points about your experience that you can easily convey during the interview.
✨Demonstrate Client Centricity
Emphasise your commitment to client satisfaction and suitability. Be prepared to discuss how you've ensured fair outcomes for clients in your previous roles, as this aligns with the company's values and mission.