Job Summary
Job Description
RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds
We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning.
What is the opportunity?
We have an exciting opportunity to join our Financial Planning team in our Exeter office as a Wealth Administrator on a permanent basis. The role will entail completing a range of administration tasks and offers scope for progression to a Paraplanner role with all training and development being provided.
Responsibilities include:
* Providing a robust administration function to the financial planning team in an efficient and timely manner
* Supports Paraplanners with various tasks to help the team in their production of suitability reports
* Completes all work according to procedures and standards
* Collates and verifies the accuracy of information and work provided
* Assists in preparation of review and new client meeting information where required
* Supports business development through correct application of client processes and procedures
* Assists team members as required and works effectively with colleagues
* General record keeping and electronic filing
* Limited client interaction at this stage but any interaction should be maintained with RBC Brewin Dolphin’s conduct and professionalism standards
* Liaise with colleagues within the office and Business Support regarding administration of client accounts
* Understands and complies with all FCA regulations and principles applying to the role
* Adheres to Conduct Risk standards and all other RBC Brewin Dolphin Policies and Procedures
Skills / Experience
* Previous administration experience within financial services and an understanding of financial planning, client advice processes and industry knowledge
• Ability to prioritise workload and identify when they need support to achieve goals
* The ability to meet deadlines and work within restricted timescales
* Good attention to detail and double-checks the accuracy of information and work provided
* Clear and concise communication skills – oral and written
* Genuine interest in the Wealth Management sector, with a willingness to develop knowledge and experience
* Flexible and reliable team member
* Ability to work on own initiative to achieve required results
* Collaborative and inclusive approach to work
* Intermediate knowledge of Microsoft packages
What is in it for you?
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.
* Leaders who support your development through coaching and managing opportunities with this role having scope to develop into a Paraplanner role with all training and development being provided if progression is desired
* 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
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay 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
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Job Skills
Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management
Additional Job 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:
2025-04-08
Application Deadline:
2025-07-01
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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