RBC Brewin Dolphin – Associate, Wealth Management – Charities

0000050471 RBC Europe Limited; North East; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in wealth management is seeking an Associate to join their Newcastle Charity Team. The role involves supporting senior colleagues and developing knowledge in investment. Perfect for Individuals looking to start a career in wealth management with opportunities for professional progression.

Benefits

Comprehensive rewards

Development opportunities

Supportive team environment

Training in financial services

Dynamic team

Qualifications

• Willingness to work towards industry qualifications (CISI level 7).
• No prior experience required but dedication to a career in wealth management.
• Studying for industry qualifications is a plus.

Responsibilities

• Assist senior wealth colleagues to meet clients’ requirements.
• Support wealth colleagues with client support and documentation.
• Develop knowledge of investment and charity sector.

Skills

Effective communication skills

Time management

Attention to detail

Intermediate MS Office skills

Proactive learning

Education

CISI level 7 qualification

CISI level 4 diploma (nice-to-have)

Job description

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RBC Brewin Dolphin – Associate, Wealth Management – Charities, Newcastle upon Tyne

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Client:

0000050471 RBC Europe Limited

Location:

Newcastle upon Tyne, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

0f0b22d89f58

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

Job Description

We are recruiting an Associate to join the RBC Brewin Dolphin Newcastle Charity Team. This team manages investments for Charity and Institutional clients in the North East. As an Associate, you will support senior colleagues, develop knowledge of wealth management, and have the opportunity to progress to a chartered wealth manager.

What will you do?

• Assist senior wealth colleagues to meet clients’ requirements.
• Verify and collate information.
• Support wealth colleagues with client support and documentation.
• Develop knowledge of investment and charity sector.
• Support business development and understand team objectives.
• Build understanding of charity governance and develop networks.
• Complete work according to standards and collaborate with other teams.
• Support digital adoption and client service excellence.
• Adhere to policies and standards; maintain professional conduct.

What do you need to succeed?

Must-have:

• Willingness to work towards industry qualifications (CISI level 7).
• No prior experience required, but dedication to a career in wealth management.
• Good time management, proactive learning, attention to detail.
• Effective communication skills, intermediate MS Office skills.

Nice-to-have:

• Studying industry qualifications (e.g., CISI level 4 diploma).
• Charity volunteering or trustee experience.

What is in it for you?

• Comprehensive rewards, development opportunities, and a supportive team environment.
• Training in financial services, making a meaningful impact, and working in a dynamic team.

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