RBC Brewin Dolphin - Investment Management Assistant

RBC; Plymouth; Hybrid; GBP 25,000 - 35,000; Full time

Job description

Job Summary

Job Description

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 production of portfolio proposals, reviews and associated client administration.

What will you do?

1. Developing knowledge of Investment Management, the wider business offering and the Financial Services sector
2. Executes trades on instruction from Certified Person Portfolio Manager or Investment Manager, where appropriate
3. Collates and verifies the accuracy of information and work provided
4. Assists in preparation of review and new client meeting documentation
5. Supports business development through correct application of client processes and procedures
6. Assists team members as required and works effectively with colleagues
7. Limited client interaction at this stage, but any interaction should be maintained with RBC Brewin Dolphin’s conduct and professionalism standards
8. Adheres to Conduct Risk standards and all other RBC Brewin Dolphin Policies and Procedures

What do you need to succeed?

Must-have

1. 5 GCSEs or equivalent
2. Gaining an understanding of investment management, client advice processes and industry knowledge
3. Accuracy and attention to detail

Nice-to-have

1. Ability to meet deadlines/work within restricted timescales
2. Flexible and reliable team member
3. Strong numerical skills

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.

• 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.

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.

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job 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

Inclusion and Equal Opportunity Employment

At 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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