Rbc Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West Of England

0000050471 Rbc Europe Limited; Bath; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible benefits

Coaching & development

Job summary

RBC Brewin Dolphin seeks a Wealth Manager to lead client relationships in the West of England, covering Bath, Bristol and Cheltenham. The role focuses on tailored financial planning, strategic investments and trust solutions, with four in-office days per week in Bath, Bristol or Cheltenham.

You will expand the client base, deliver personalised strategies, and foster proactive engagement with high-net-worth clients while leveraging a strong support network and a collaborative culture.

Qualifications

• Level 4 CII/CISI certification (FP & Advice) required, with progress toward Level 6 or Chartered Wealth Manager preferred.
• Proven track record as Wealth Manager / Financial Planner handling complex advice areas (e.g., tax, estate planning).
• Exceptional communication, market insight and trust-building abilities.

Responsibilities

• Build lasting partnerships with high-net-worth individuals and families to deliver holistic wealth solutions with strong support.
• Drive growth through strategic networking, referrals and business development to meet revenue targets.
• Champion the RBC proposition by clearly communicating investment, trust and lending services for best-in-class advice.
• Leverage digital tools and processes to enhance efficiency, client adoption and scalable growth.

Skills

Wealth management

Client relationships

Financial planning

Communication skills

Job description

Job Description

RBC Brewin Dolphin is seeking Financial Planning-focused Wealth Managers for our offices in Bath, Bristol and Cheltenham.

What is the opportunity?

At RBC Wealth Management Europe, we empower private clients—from professionals and entrepreneurs to charities and inheritors—to achieve their financial aspirations through tailored investments, strategic financial planning, trust services, credit solutions, and banking expertise. As part of our dynamic growth, the RBC Brewin Dolphin business is seeking a Wealth Manager to lead client relationships in the West of England. This is your chance to shape exceptional client outcomes while advancing your career in a collaborative, forward-thinking environment. As a Wealth Manager, you will oversee and manage a dedicated client base with diverse financial planning needs, ensuring tailored solutions and exceptional service. You will strengthen existing client relationships through proactive engagement and personalised financial strategies as well as drive revenue expansion by identifying and securing new client opportunities, leveraging your expertise and networks. Should you be shortlisted, do please let us know if you have any specific requirements for the interview. This is a permanent, full-time role and requires 4 days in the office in either the Bath, Bristol or Cheltenham office.

What will you do?

• Build Lasting Partnerships: Cultivate deep relationships with high-net-worth individuals and families, understanding their unique financial and personal goals to deliver holistic wealth solutions, with the support of an excellent support team.
• Drive Growth with Impact: Leverage your expertise to expand our client base through strategic networking, referrals, and business development initiatives, directly contributing to team and individual revenue targets.
• Champion the RBC Proposition: Articulate our comprehensive suite of services—from investment strategies to trust and lending solutions with confidence and clarity, ensuring clients receive seamless, best-in-class advice.
• Operational Excellence: Harness digital tools and process innovations to enhance efficiency, client adoption, and scalable growth.

What do you need to succeed?

Must-have

• Hold a Level 4 CII/CISI certification (with FP & Advice paper) as a minimum, with progress toward Level 6 CII or Chartered Wealth Manager (CISI Level 7) preferred.
• Demonstrated track record as a successful Wealth Manager / Financial Planner, navigating complex advice areas (e.g., tax, estate planning) with integrity and precision.
• Exceptional communication skills, market insight, and trust-building abilities to become clients’ go-to advisor.

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 Program 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

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address: QUEEN SQUARE PLACE:BATH

City: Bath

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-05-28

Application Deadline: 2026-12-31

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.