Senior Wealth Associate – Client Support & Growth

RBC Brewin Dolphin; Plymouth; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Competitive compensation

World-class training programme

Job summary

RBC Brewin Dolphin is seeking a Senior Associate to support the South West Wealth Management team serving clients across Cornwall and Devon. The role involves paraplanning, report preparation, and client meeting support to grow advisory services.

You will work four days in the Exeter/Plymouth/Truro offices, collaborating with Senior Wealth Managers and across One RBC to enhance client outcomes while adhering to FCA Conduct Rules.

Qualifications

• Demonstrated experience in a wealth management support role.
• Strong understanding of client advice process and regulatory requirements.
• Excellent communication and presentation abilities.
• Ability to learn quickly and adapt to new situations.

Responsibilities

• Assist with client base management under supervision of Senior Wealth Managers.
• Perform paraplanning and prepare reports to support client advice.
• Attend client meetings in a support capacity to build confidence.
• Identify new business opportunities and route referrals to appropriate RBC teams.

Skills

Wealth management knowledge

Analytical skills

Communication skills

Attention to detail

Proactive development mindset

Education

CISI Level 4 (with financial planning paper)

CII Level 4

Job description

RBC Brewin Dolphin is seeking a Senior Associate to support the South West Wealth Management team serving clients across Cornwall and Devon. The role involves paraplanning, report preparation, and client meeting support to grow advisory services.

You will work four days in the Exeter/Plymouth/Truro offices, collaborating with Senior Wealth Managers and across One RBC to enhance client outcomes while adhering to FCA Conduct Rules.