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Wealth Manager

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Brewin Dolphin

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Location:
United Kingdom , Birmingham

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Our Birmingham office is seeking a talented Wealth Manager in the early stages of their advisory career. If you’re a newly or recently qualified advisor with a passion for wealth management and a drive to succeed, we would love to hear from you. The ideal candidate will have recently obtained approval to provide advice or gained hands-on experience managing client relationships. This is your chance to take the next bold step in your career, joining a dynamic team where ambition meets opportunity. As a Wealth Manager, you’ll be at the forefront of our mission to deliver net revenue growth while ensuring outstanding client experiences. This role is ideal for someone eager to build and nurture client relationships and develop a deep understanding of their financial goals and ambitions and collaborate and grow. You will work alongside specialists to deliver bespoke wealth advice and grow your expertise in financial planning, investment management, and banking.

Job Responsibility:

  • Manage a diverse client base, fostering trust and delivering tailored wealth solutions
  • Originate new business opportunities through referrals and proactive networking
  • Champion RBC’s values—Client First, Collaboration, Accountability, Diversity & Inclusion, and Integrity—in every interaction
  • Stay ahead of the curve with continuous professional development and specialist training
  • Adhere to regulatory standards, ensuring compliance with FCA rules

Requirements:

  • Level 7 Chartered Wealth Manager qualification
  • Proven relationship management skills
  • A growth mindset
  • Strong communication and presentation skills
  • Team player

Nice to have:

Proactive networking in the local and surrounding areas with pre-established connections

What we offer:
  • A comprehensive total rewards program 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

Additional Information:

Job Posted:
March 19, 2026

Expiration:
March 23, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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