Wealth Management Associate: Path to Advisor

RBC Brewin Dolphin; Nottingham; Hybrid; GBP 32,000 - 42,000; Full time

Job summary

RBC Brewin Dolphin Nottingham is seeking a Wealth Management Associate to support senior wealth professionals with client service, investment solutions and financial planning. This permanent full-time role provides structured development, mentorship, and support to achieve industry qualifications.

It is based in Nottingham with 4 days in the office and up to 1 day remote. You will gain exposure to client documentation, wealth processes and collaboration across platforms to deliver exceptional

Qualifications

• Strong attention to detail and passion for Wealth Management.
• Clear and concise communication skills, both oral and written.
• Commitment to achieving industry qualifications; we fund and support your journey.

Responsibilities

• Support senior wealth professionals with client service and documentation.
• Gain exposure to investment solutions and financial planning under supervision.
• Progress through a structured pathway toward Wealth Manager or Wealth Paraplanner roles.
• Verify information and assist wealth colleagues with client processes.
• Develop knowledge of investment, lending, cash and trust solutions.
• Support business development through proper client processes.
• Collaborate with partners to ensure excellent client service.

Skills

Attention to detail

Written and verbal communication

Industry qualifications funding

Job description

RBC Brewin Dolphin Nottingham is seeking a Wealth Management Associate to support senior wealth professionals with client service, investment solutions and financial planning. This permanent full-time role provides structured development, mentorship, and support to achieve industry qualifications.

It is based in Nottingham with 4 days in the office and up to 1 day remote. You will gain exposure to client documentation, wealth processes and collaboration across platforms to deliver exceptional