Associate, Wealth Management

Overview

Wealth Management Associate in Nottingham. The Wealth Associate will provide support and assistance to the team under the guidance of senior colleagues in Wealth Management.

• Assist, support, and work under the supervision of a senior wealth colleague.
• Collate and verify the accuracy of information and work provided.
• Support wealth colleagues with client support and assist in preparation of reviews and client documentation.
• Develop knowledge on investments, lending, cash and trust solutions and build knowledge through client support exposure.
• Information giver: provide clients with information and not advice.
• Support business development through correct application of client processes and procedures.
• Aware of the office business plans and support the team in achieving objectives.
• Work collaboratively with One RBC partners and cross-functional colleagues across platforms to ensure clients receive exceptional service.
• Attend external events alongside a senior colleague and assist in the administration of RBC BD events locally.

• Administrative experience.
• Good attention to detail and knowledge of business sectors, market trends, and financial products to communicate effectively with clients.
• Clear and concise communication skills – oral and written.
• Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.

• Knowledge of RBC Brewin Dolphin conduct and values.
• Experience in a financial planning business.
• Financial services administration experience.

We thrive on challenging ourselves to grow, delivering trusted advice, and helping clients and communities prosper. We value collaboration, potential, and making a difference.

• Leadership support for development through coaching and opportunities.
• Opportunities to work with leading professionals in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, high-performing team.

RBC Group does not accept agency résumés. Please do not forward résumés to our employees or to any other company location. RBC Group pays fees to agencies only when there is a prior agreement. Please contact the Recruitment function for details.

• Address: STATION STREET, NOTTINGHAM
• City:
  Nottingham
• 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: