RBC Brewin Dolphin – Financial Planner

Job Summary Job Description What is the opportunity? We are seeking a Financial Planner to join our team in Edinburgh. 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 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? Assist with the management of a client base, developing and maintaining existing client relationships whilst further increasing business with the generation of new clients. Proactively represent FP function internally and RBC Brewin Dolphin externally to develop and positively influence the firm's 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 licensed areas. Produce (where appropriate) financial solutions to meet clients’ needs and deliver 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 Has attained level 4 and working towards CII Level 6 Advanced Diploma or equivalent. Maintains SPS in line with professional body requirements. Proven experience in Financial Services. Nice-to-have Ability to flourish in changing environments, learning from experience and adapting to new situations to achieve objectives. Willing to learn new ways to accomplish working activities and embraces change. Good communication skills – oral and written. 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. Inclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at

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