RBC Brewin Dolphin - Senior Associate, Wealth Management

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RBC Brewin Dolphin - Senior Associate, Wealth Management

senior · Other

Job Description

What is the opportunity?

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

RBC Group does not accept agency resumés. Please do not forward resumés to our employees or any other company location. RBC Group only pays fees to agencies where a prior agreement exists and does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.

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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.