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- Tasks: Provide expert guidance to Wealth Managers and support client advice strategies.
- Company: Join RBC Brewin Dolphin, a leading wealth management firm.
- Benefits: Competitive salary, bonuses, flexible benefits, and world-class training.
- Other info: Dynamic, collaborative team with opportunities for professional growth.
- Why this job: Make a meaningful impact by empowering talented advisors and enhancing client outcomes.
- Qualifications: Strong knowledge in financial planning, excellent communication skills, and relevant industry experience.
The predicted salary is between 60000 - 80000 £ per year.
What is the opportunity?
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.
RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.
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 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 trusted technical coach.
- Work closely with Wealth Managers to utilise cashflow modelling effectively, helping ensure client plans are aligned with their goals.
What do you need to succeed?
- Must-have
- Strong technical knowledge of financial planning, pensions, tax, investments, and estate planning with understanding of relevant regulatory frameworks.
- Experience in wealth management or private banking delivering or supporting financial advice.
- Excellent communication and interpersonal skills with ability to build relationships, coach, and influence colleagues effectively.
- Strong analytical and problem-solving skills with meticulous attention to detail and commitment to quality.
- Ability to interpret complex technical information and translate it clearly for diverse audiences.
- Experience with cashflow modelling tools (highly desirable).
- The 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?
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 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.
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.
Our Employment Opportunities: 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.
Join our Talent Community: Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
RBC Brewin Dolphin - Technical Advice Manager in London employer: Royal Bank of Canada
Contact Detail:
Royal Bank of Canada Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RBC Brewin Dolphin - Technical Advice Manager in London
✨Tip Number 1
Network like a pro! Reach out to current employees at RBC Brewin Dolphin on LinkedIn. Ask them about their experiences and any tips they might have for landing the Technical Advice Manager role. Personal connections can give you an edge!
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can discuss financial planning, pensions, tax, and investments confidently. We want to see that you can translate complex concepts into clear advice for Wealth Managers.
✨Tip Number 3
Showcase your communication skills! During interviews, practice explaining technical information in a way that's easy to understand. This will demonstrate your ability to coach and influence colleagues effectively, which is key for this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at RBC Brewin Dolphin.
We think you need these skills to ace RBC Brewin Dolphin - Technical Advice Manager in London
Some tips for your application 🫡
Show Off Your Technical Know-How: Make sure to highlight your deep technical knowledge in financial planning, pensions, tax, and investments. We want to see how your expertise can empower our Wealth Managers to deliver top-notch advice.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the specific skills and experiences that match the job description. We love seeing candidates who take the time to connect their background with what we’re looking for.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use straightforward language to explain your experiences and achievements. We appreciate a well-structured application that’s easy to read!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Royal Bank of Canada
✨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 interconnect and how they can be applied in real-world scenarios. This will show that you're not just knowledgeable but also practical.
✨Practice Case Studies
Since you'll be preparing and presenting case studies, it’s a good idea to practice this beforehand. Think of a few examples where you've successfully advised clients or colleagues, and be prepared to explain your thought process and the outcomes.
✨Build Relationships
Demonstrate your interpersonal skills by discussing how you've built relationships in previous roles. Share specific examples of how you've influenced or coached others, as this aligns with the collaborative nature of the role.
✨Stay Updated
Keep yourself informed about the latest regulatory changes and industry trends. Being able to discuss recent developments shows that you're proactive and committed to continuous learning, which is crucial for a Technical Advice Manager.