Hybrid RBC Brewin Dolphin - Financial Planner presso RBC Brewin Dolphin

What is the opportunity?

We are seeking a Financial Planner to join our team in Leeds. The team provides Financial Planning advice to a combination of our own private clients and integrated wealth management clients. We are looking for someone who is keen to play a significant contribution to the growth of this integrated Wealth Management environment.

The successful candidate will have responsibility for the development and subsequent management of a financial planning client base. You will lead business development activities, aligned to the group strategy and work to exceed targets. You will have a comprehensive understanding of core Financial Planning solutions and will have built knowledge through exposure to various client planning scenarios.

If you feel this role suits your skills and experience, we would be keen to hear from you.

What will you do?

• Management of a client base, developing and maintaining existing client relationships whilst further increasing business with the generation of new clients.

• Proactively represents FP function internally and RBC Brewin Dolphin externally to develop and positively influence the firms position within the marketplace.

• Develop your network through seeking opportunities with current, new and potential clients.

• Drive efficiency within the office/team to sustain business growth while ensuring fair client outcomes.

• Provision of regulated advice across all standard licenced areas.

• Produce (where appropriate) financial solutions to meet clients’ needs and delivers ongoing monitoring and review, making changes where appropriate to deliver continued suitability of investments.

• Responsible for ensuring ongoing client suitability.

• Manage all actions consistent with the advice given to clients.

What do you need to succeed?

Must-have

• CII Level 4 Diploma or equivalent

• Maintain SPS in line with professional body requirements.

• Significant previous experience as a Financial Planner

• Good communication skills – oral and written

Nice-to-have

• Ideally working towards, or obtained, CII Level 6 Advanced Diploma or equivalent.

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.

• 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.

• Flexible working and hybrid options fully supported.

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.

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

10 WELLINGTON PLACE:LEEDSLeedsUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2025-01-282025-09-04

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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