Senior Wealth Planning Associate

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

Benefits offered by this job

Bonuses

Flexible benefits

Competitive pay

Coaching & development

World-class training

Job summary

RBC is seeking a Senior Associate for the South West Wealth Management team to support Wealth Managers across Cornwall and Devon, developing client-facing expertise and assisting with financial planning solutions. The role is permanent and full-time, requiring 4 days in the office at Exeter, Plymouth, or Truro.

You will contribute to client meetings, paraplanning, and identifying opportunities while staying compliant with FCA rules.

Qualifications

• Demonstrable experience within a prior Wealth Manager support role.
• CISI Level 4 (financial planning) or CII Level 4 with progression toward level 6/7.
• Robust knowledge of wealth management principles and the client advice process.
• Strong analytical, communication, and presentation skills.
• Excellent attention to detail with the ability to meet tight deadlines.
• Ability to learn from experience and adapt to new situations, with a proactive approach to professional development.

Responsibilities

• Assist with the management of client bases under the guidance of Senior Wealth Managers, supporting relationship maintenance and growth
• Undertake paraplanning and technical support tasks, including preparation of reports and documentation to support client advice processes
• Participate in client meetings in a support capacity, building confidence through collaboration with senior colleagues
• Contribute to identifying new business opportunities and ensuring clients are referred to the appropriate team within RBC for specialist solutions
• Work collaboratively across One RBC, engaging with functional colleagues and business units to enhance client service delivery
• Maintain adherence to all regulatory requirements, FCA Conduct Rules, and RBC policies whilst ensuring good client outcomes

Skills

Wealth management knowledge

Analytical skills

Communication skills

Presentation skills

Attention to detail

Proactive learning

Education

CISI Level 4 (financial planning)

CII Level 4 (with planning papers)

CISI Level 7

CII Level 6

Job description

RBC is seeking a Senior Associate for the South West Wealth Management team to support Wealth Managers across Cornwall and Devon, developing client-facing expertise and assisting with financial planning solutions. The role is permanent and full-time, requiring 4 days in the office at Exeter, Plymouth, or Truro.

You will contribute to client meetings, paraplanning, and identifying opportunities while staying compliant with FCA rules.