Financial planning manager Work, Jobs in Bath, Som (with Salaries)

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Bath
- Full-time
- Business development
- Communication skills
Commercial Operations & Compliance Manager
University of Bath —Bath
- £38,784 - £46,049 a year
- Full-time
- University
- Continuous improvement
- Organisational skills
- Annual leave
- Employee discount
3d
Operations Manager - M4 Corridor
Elior UK —Bath
- £46,000 a year
- Full-time
- Customer service
- Recruiting
- Contracts
- Paid training
Quick apply
1d
Asset Investment and Delivery Manager
Curo —Bath
- £62,315 a year
- Full-time
- Hybrid work
- Writing skills
- Continuous improvement
- Travel
Quick apply
Transformation Project Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- PMP
- Analysis skills
- Organisational skills
Demand Planning Expert
Lovehoney Group —Bath
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- AI
- Work from home
- Employee discount
Quick apply
9d
Project Manager
Rotork —Bath
- Full-time
- Hybrid work
- Budgeting
- Leadership
Quick apply
General Manager
Bristol NHS Foundation Trust (BFT) —Bristol
- £66,582 - £77,368 a year
- Part-time
- Management
- Continuous improvement
7d
Associate Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Mentoring
- Communication skills
3d
Manager/ Associate Director, Financial Advisory
Teneo —Bristol
- Microsoft Powerpoint
- Business development
- Quality control
Senior Programme Manager
Dyson —Malmesbury
- Continuous improvement
- Leadership
- Employee assistance programme
- Employee discount
Senior Ecommerce Growth Manager
Lovehoney Group —Bath
- Full-time
- Hybrid work
- Presentation skills
- Analytics
- Work from home
- Employee discount
Quick apply
Free People Assistant Visual Manager - Bath, UK
Free People —Bath
- Nights as needed
- Bar
- Training & development
- Retail management
- Annual leave
- Employee assistance programme
Senior Planner / Planning Manager
AtkinsRéalis —Bristol
- Full-time
- Hybrid work
- Management
- Continuous improvement
- Contracts
Technical Project Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- PMP
- AI
- Communication skills
Strategic OEM Relationship Manager
Ayvens —Bristol
- Full-time
- Continuous improvement
- Free parking
- Annual leave
Director of Financial Planning and Control
ELEMIS —Bristol
- Full-time
- Hybrid work
- Leadership
- Employee assistance programme
- Employee discount
Quick apply
NPD Project Manager
The Newt in Somerset —Galhampton
- Up to £50,000 a year
- Full-time
- No experience needed
- Hotel
- Bakery
- Annual leave
- Employee assistance programme
Quick apply
Programme Manager
NexGen Associates —Corsham
- £65,000 - £70,000 a year
- Full-time
- Hybrid work
- Time management
Quick apply
2d
Senior Product Owner – NetSuite
Lovehoney Group —Bath
- Full-time
- Hybrid work
- Business
- Work from home
- Employee discount
Quick apply

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RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

Royal Bank of Canada -
Bath

Apply Now

Job details

Full-time

Qualifications

Financial advisory experience
Client engagement
Business development
Partnership building
Relationship management
Estate planning
Communication skills
Certificate in Insurance

Full job description

Job Description

RBC Brewin Dolphin is seeking Financial Planning-focused Wealth Managers for our offices in Bath, Bristol and Cheltenham.

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 the West of 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.

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 in either the Bath, Bristol or Cheltenham office.

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 (with FP & Advice paper) 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 advice areas (e.g., tax, estate planning) 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

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address:

QUEEN SQUARE PLACE:BATH

City:

Bath

Country:

United Kingdom

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-05-28

Application Deadline:

2026-08-31

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

financial planning manager jobs in bath, som

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

Commercial Operations & Compliance Manager

Operations Manager - M4 Corridor

Asset Investment and Delivery Manager

Transformation Project Manager

Demand Planning Expert

Project Manager

General Manager

Associate Wealth Paraplanner

Manager/ Associate Director, Financial Advisory

Senior Programme Manager

Senior Ecommerce Growth Manager

Free People Assistant Visual Manager - Bath, UK

Senior Planner / Planning Manager

Technical Project Manager

Strategic OEM Relationship Manager

Director of Financial Planning and Control

NPD Project Manager

Programme Manager

Senior Product Owner – NetSuite

I want to receive the latest job alerts for financial planning manager in bath, som

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