Wealth Management Associate Job at Brewin Dolphin (Newcastle Upon Tyne)

Wealth Management Associate

Brewin Dolphin

Location:
United Kingdom , Newcastle Upon Tyne

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We have an exciting opportunity for a Wealth Management Associate to join the team in our Newcastle office. The Wealth Associate will be principally responsible for providing support, assistance, and work under the guidance of 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. At RBC Brewin Dolphin, we are committed to your professional growth, offering a clear progression route and meaning career development in Wealth Management.

Job Responsibility:

Work closely with senior wealth professionals, gaining exposure to client support, investment solutions and financial planning under expert supervision
Progress through our structured pathway. From day one you’ll follow a clear roadmap to advance into a Wealth Manager or Wealth Paraplanner, supported by RBC’s commitment to your success
Collates and verifies the accuracy of the information and work provided
Support wealth colleagues with all aspects of client support and assist in preparation of reviews and client documentation
Developing knowledge on breadth of investment, lending, cash, and trust solutions and begins to build knowledge through exposure to client support
Information giver: providing client with information and not advice
Supports business development through correct application of client processes and procedures
Aware of the office business plans and develops understanding to supports the team in achieving overall objectives
Work collaboratively with One RBC partners and functional colleagues across platforms, and partner with other business units to ensure clients are receiving exceptional services

Requirements:

Strong attention to detail and a passion for Wealth Management
Clear and concise communication skills – oral and written
Commitment to achieving industry qualifications – no prior qualifications are 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 we offer:

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

Additional Information:

Job Posted:
March 21, 2026

Expiration:
April 03, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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