Rbc Brewin Dolphin - Wealth Manager; Wealth Planner​/Financial Planner

Overview

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. The RBC Brewin Dolphin business is seeking a Wealth Manager to lead client relationships in South West England. This is a role 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 while driving revenue expansion by identifying and securing new client opportunities, leveraging your expertise and networks.

• Build Lasting Partnerships:
  Cultivate deep relationships with high‑net‑worth individuals and families to deliver holistic wealth solutions with the support of an excellent team.
• Drive Growth with Impact:
  Expand the client base through strategic networking, referrals, and business development initiatives, 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.

• Hold a Level 4 CII/CISI certification 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 areas with integrity and precision.
• Exceptional communication skills, market insight, and trust‑building abilities to become clients’ go‑to advisor.

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

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pays 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.

Address: Vantage Point, Woodwater Park, Pynes Hill, Exeter

City: Exeter

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date:

Final date to receive applications: