RBC Brewin Dolphin - Investment Management Assistant

Social network you want to login/join with:

RBC Brewin Dolphin - Investment Management Assistant, Plymouth

Client:

Royal Bank of Canada>

Location:

Plymouth, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

5aee7b55b10b

Job Views:

8

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description:

Job Summary

What is the opportunity?

We have an exciting opportunity for an Investment Management Assistant to join either our Plymouth or Exeter office on a permanent basis.

In this role, you will support the Investment Managers in producing portfolio proposals, reviews, and associated client administration.

What will you do?

1. Develop knowledge of Investment Management, the wider business offering, and the Financial Services sector.
2. Execute trades on instruction from a Certified Person Portfolio Manager or Investment Manager, where appropriate.
3. Collate and verify the accuracy of information and work provided.
4. Assist in the preparation of review and new client meeting documentation.
5. Support business development through correct application of client processes and procedures.
6. Assist team members as required and work effectively with colleagues.
7. Maintain appropriate client interaction, adhering to RBC Brewin Dolphin’s conduct and professionalism standards.
8. Adhere to Conduct Risk standards and all other policies and procedures.

What do you need to succeed?

Must-have

• 5 GCSEs or equivalent
• Gaining an understanding of investment management, client advice processes, and industry knowledge
• Accuracy and attention to detail

Nice-to-have

• Ability to meet deadlines and work within restricted timescales
• Flexible and reliable team member
• Strong numerical skills

What is in it for you?

We thrive on the challenge to be our best, with 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 mutual success.

· 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.

· Flexible working and hybrid options fully supported.

Additional Details

• Address: ASHLEIGH COURT, LANGAGE BUSINESS PARK: PLYMOUTH
• City: Plymouth
• Country: United Kingdom
• Work hours/week: 35
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-03-04
• Application Deadline: 2025-04-23

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

At RBC, we believe an inclusive workplace with diverse perspectives is core to our growth. We foster a workplace based on respect, belonging, and opportunity for all.