Wealth management Work, Jobs in Exeter, Eng (with Salaries)

RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)
Royal Bank of Canada —Exeter
- Full-time
- Customer service
- Communication skills
- Banking
9d
Wealth Administrator - 12 month FTC
Royal Bank of Canada —Exeter
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
8d
Group Administrator (2 Roles Available)
Robson Group —Exeter
- £25,000 - £29,000 a year
- Part-time
- Administrative experience
- Organisational skills
- Typing
Quick apply
Inter Dealer Broker Relationship Manager
London Stock Exchange Group —Exeter
- Full-time
- English
- Microsoft Office
3d
Financial Planning Administrator
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
Construction Industry Placement Coordinator
South Devon College —Paignton
- £26,045 - £28,845 a year
- Full-time
- IT
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
3d
Paraplanner
Quilter —Exeter
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Account Manager
Flannery Plant Hire —Exeter
- Sales
- Customer service
- Business development
- Annual leave
- Employee assistance programme
Associate/Senior Associate - Private Wealth
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Communication skills
Quick apply
Administration Assistant
Ashfords LLP —Exeter
- Full-time
- Microsoft Office
- Communication skills
- Time management
7d
Trainer Facilitator - Automotive
South Devon College —Paignton
- £26,045 - £28,845 a year
- Full-time
- Management
- Classroom experience
- Communication skills
- Annual leave
- Employee assistance programme
Associate - Insurance Disputes
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Communication skills
Quick apply
Project Manager
Octavius Infrastructure —Exeter
- Full-time
- Hybrid work
- Engineering
- IT
- Construction experience
- Annual leave
Financial Planner
Charles Stanley —Exeter
- Full-time
- Mentoring
- Leadership
- Communication skills
Statutory Agreements (Planning & Environmental) Manager
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Team management
- Organisational skills
- Communication skills
Quick apply
Assistant Manager
Mill on the Exe, Exeter —Exeter
- £35,000 - £38,000 a year
- Full-time
Quick apply
Trainer Facilitator - Engineering
South Devon College —Paignton
- £26,045 - £28,845 a year
- Full-time
- Management
- Engineering
- Annual leave
- Employee assistance programme
Senior Associate - Construction Disputes
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Supervising experience
- Travel
- Contracts
Quick apply
Care Assistant
McCarthy & Stone —Topsham
- £13.70 an hour
- Part-time
- Employee assistance programme
- Employee discount
Quick apply
Knowledge Lawyer
Ashfords LLP —Exeter
- Part-time
- Project management
- Communication skills

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RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)

Royal Bank of Canada -
Exeter

Apply Now

Job details

Full-time
9 days ago

Qualifications

Customer service
Communication skills
Banking
Certificate in Insurance

Full job description

Job Description

What is the opportunity?
At RBC Wealth Management Europe, we empower private clients—from professionals and entrepreneurs to charities and inheritors—to achieve their financial aspirations through tailored investments, strategic financial planning, trust services, credit solutions, and banking expertise. As part of our dynamic growth, the RBC Brewin Dolphin business is seeking a Wealth Manager to lead client relationships in South West England. This is your chance to shape exceptional client outcomes while advancing your career in a collaborative, forward-thinking environment.

As a Wealth Manager, you will oversee and manage a dedicated client base with diverse financial planning needs, ensuring tailored solutions and exceptional service. You will strengthen existing client relationships through proactive engagement and personalised financial strategies as well as drive revenue expansion by identifying and securing new client opportunities, leveraging your expertise and networks.

What will you do?

Build Lasting Partnerships: Cultivate deep relationships with high-net-worth individuals and families, understanding their unique financial and personal goals to deliver holistic wealth solutions, with the support of an excellent support team.
Drive Growth with Impact: Leverage your expertise to expand our client base through strategic networking, referrals, and business development initiatives, directly contributing to team and individual revenue targets.
Champion the RBC Proposition: Articulate our comprehensive suite of services—from investment strategies to trust and lending solutions—with confidence and clarity, ensuring clients receive seamless, best-in-class advice.
Operational Excellence: Harness digital tools and process innovations to enhance efficiency, client adoption, and scalable growth.

What do you need to succeed?

Must-have

Hold a Level 4 CII/CISI certification as a minimum, with progress toward Level 6 CII or Chartered Wealth Manager (CISI Level 7) preferred.
Demonstrated track record as a successful Wealth Manager / Financial Planner, navigating complex areas with integrity and precision.
Exceptional communication skills, market insight, and trust-building abilities to become clients’ go-to advisor.

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 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

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.

#RBCBD

Job Skills

Banking Products, Communication, Critical Thinking, Customer Service, Detail-Oriented, Group Problem Solving, Information Capture, Interpersonal Relationship Management, Results-Oriented, Sales Activities, Tax Deferred Products

Additional Job Details

Address:

VANTAGE POINT, WOODWATER PARK, PYNES HILL:EXETER

City:

Exeter

Country:

United Kingdom

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-06

Application Deadline:

2026-07-20

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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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 jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply Now

Refine Your Search

wealth management jobs in exeter, eng

RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)

Wealth Administrator - 12 month FTC

Group Administrator (2 Roles Available)

Inter Dealer Broker Relationship Manager

Financial Planning Administrator

Construction Industry Placement Coordinator

Paraplanner

Account Manager

Associate/Senior Associate - Private Wealth

Administration Assistant

Trainer Facilitator - Automotive

Associate - Insurance Disputes

Project Manager

Financial Planner

Statutory Agreements (Planning & Environmental) Manager

Assistant Manager

Trainer Facilitator - Engineering

Senior Associate - Construction Disputes

Care Assistant

Knowledge Lawyer

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