Associate, Wealth Management

Nottingham Source: WhatJobs

See advert for pay

What is the opportunity?

You will be a Wealth Management Associate, providing support and assistance to senior colleagues in Wealth Management. This role is designed for structured development, providing hands-on experience, mentorship and full support to achieve industry-specific qualifications and progress within Wealth Management.

Job Description

Should you be shortlisted, do please let us know if you have any specific requirements for the interview.

This is a permanent, full-time role and requires 4 days in the office at our Nottingham location, with flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

Work closely with senior wealth professionals, gaining exposure to client support, investment solutions and financial planning under expert supervision
Progress through our structured pathway, following a clear roadmap to advance into a Wealth Manager or Wealth Paraplanner with dedicated support and mentorship
Collate and verify the accuracy of information and work provided, whilst supporting wealth colleagues with all aspects of client support and client documentation
Develop knowledge of investment, lending, cash and trust solutions through hands-on exposure and provide clients with accurate information and guidance
Support business development through the correct application of client processes and procedures
Develop understanding of office business plans and support the team in achieving overall objectives
Work collaboratively with One RBC partners and functional colleagues across platforms to ensure clients receive exceptional service

What do you need to succeed?

Must-have

Strong attention to detail and passion for Wealth Management
Clear and concise communication skills, both oral and written
Commitment to achieving industry qualifications (no prior qualifications required; we fund and support your journey)

Nice-to-have

Awareness of RBC Brewin Dolphin's values and culture
Basic experience or exposure to financial products

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.

A comprehensive Total Rewards Programme 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
A world-class training programme in financial services

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Job Skills

Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork