Private Wealth Manager & Financial Planner

Royal Bank of Canada; Bath; Hybrid; GBP 50,000 - 80,000; Full time

Benefits offered by this job

Total rewards

Career development

Collaborative team

Job summary

RBC Brewin Dolphin in Bath is seeking a Wealth Manager focused on tailored financial planning to lead client relationships and deliver holistic wealth solutions.

You will build trusted advisor relationships, expand the client base through networking, and collaborate with a strong support team to provide tailored investment, trust, and retirement planning.

This permanent, full-time role requires 4 days in the office in Bath, Bristol or Cheltenham, with a comprehensive rewards program.

Qualifications

• Level 4 CII/CISI certification with FP & Advice required or in progress.
• Proven track record as Wealth Manager / Financial Planner.
• Strong communication, market insight and trust-building skills.

Responsibilities

• Build lasting partnerships with high-net-worth clients and families.
• Drive growth through strategic networking and referrals.
• Articulate investment, trust and lending services with clarity.
• Use digital tools to improve efficiency and scalable growth.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

CII/CISI Level 4 (FP & Advice)

Job description

RBC Brewin Dolphin in Bath is seeking a Wealth Manager focused on tailored financial planning to lead client relationships and deliver holistic wealth solutions.

You will build trusted advisor relationships, expand the client base through networking, and collaborate with a strong support team to provide tailored investment, trust, and retirement planning.

This permanent, full-time role requires 4 days in the office in Bath, Bristol or Cheltenham, with a comprehensive rewards program.