Financial planning Work, Jobs in Hemerdon, Dev (with Salaries)

RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries
Royal Bank of Canada —Plymouth
- Full-time
- Management
- Analysis skills
- Bachelor's degree
2d
Financial Planner
TFA Trusted Financial Advice —Plympton
- £40,000 - £60,000 a year
- Full-time
- CRM software
- In-person
- Communication skills
- Life insurance
- Sick pay
Quick apply
13d
Material Controller (on site)
BD —Plymouth
- £30,000 - £50,775 a year
- Analysis skills
- Continuous improvement
- Organisational skills
- Free parking
- Employee assistance programme
Paraplanner
TFA Trusted Financial Advice —Plymouth
- £35,000 - £45,000 a year
- Full-time
- Mentoring
- In-person
- AI
- Free parking
- Life insurance
Quick apply
13d
[260514R1] Director of Finance & Chief Financial Officer
Reach South Academy Trust —Plymouth
- £90,000 - £114,225 a year
- Monday to Friday
- Leadership
- School
9d
Junior Financial Controller
Dartington Hall —Totnes
- Part-time
- Hotel
- Accounting
- Budgeting
- Free parking
- Annual leave
Quick apply
6d
Deputy Project Lead - Healthcare Sector
Mace —Plymouth
- Full-time
- Hybrid work
- Continuous improvement
- Contracts
- Construction experience
Project Officer – South West Peatland Partnership
South West Water —Okehampton
- £34,000 - £38,000 a year
- Full-time
- Hybrid work
- No degree
- Budgeting
- Employee discount
Company Accountant
Sam Gilpin Demolition Ltd —Newton Abbot
- £50,000 a year
- Part-time
- Analysis skills
- Presentation skills
- Team management
- Annual leave
- Flexible schedule
Quick apply
2d
Quantity Surveyor
Babcock International —Plymouth
- Full-time
- Hybrid work
- Project management
- No degree
- Contracts
- Annual leave
- Employee assistance programme
Audit Senior
RMT Accountants & Business Advisors —Plymouth
- Supervising experience
- Mentoring
- Organisational skills
8d
WBD InHouse Consultants
Womble Bond Dickinson —Plymouth
- Full-time
- Hybrid work
- Financial services
Audit Manager
RMT Accountants & Business Advisors —Plymouth
- Analysis skills
- Accounting
- Mentoring
8d
Senior Estimator / Quantity Surveyor - Plymouth
Construo —Plymouth
- £42,800 - £54,300 a year
- Full-time
- Hybrid work
- Microsoft Office
- Business development
- No degree
- Annual leave
- Employee discount
Software Team Manager
Keysight Technologies, Inc. —Paignton
- Part-time
- Remote
- Analysis skills
- Mentoring
- Software development
Solicitor, Chartered Legal Executive or Licensed Conveyancer
Wolferstans —Plymouth
- Monday to Friday
- Hybrid work
- Writing skills
- Business development
- Mentoring
- Work from home
5d
Accounts Semi Senior
Darnells Chartered Accountants —Totnes
- Mentoring
- Organisational skills
- Communication skills
- Flexible schedule
- Referral programme
Audit Manager
RT Marke —Plymouth
- Analysis skills
- Accounting
- Mentoring
Quick apply
9d
Regional Coordinator
Churchill Group —Newton Abbot
- £27,976 a year
- Temporary
- CRM software
- Maths
- Organisational skills
- Employee discount
- Sick pay
Quick apply
Head of Commercial
Babcock International —Plymouth
- Full-time
- Hybrid work
- Contracts
- Construction experience
- Negotiation
- Annual leave
- Employee assistance programme

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RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries

Royal Bank of Canada -
Plymouth

Apply Now

Job details

Full-time
2 days ago

Qualifications

Management
Business intelligence
Stakeholder collaboration
Stakeholder liaison
Analysis skills
Bachelor's degree
Financial services
Multidisciplinary collaboration
Project management experience
Analytics

Full job description

Job Description

What is the opportunity?

You will be a Commercial Intelligence Manager, driving data-driven decision-making across the Intermediary channel while leading critical back-office integration initiatives and supporting strategic business priorities. This is a permanent, full-time role requiring 4 days in the office. The role is open for any of our Brewin Dolphin locations.

Should you be shortlisted, do please let us know if you have any specific requirements for the interview.

What will you do?

Lead vendor selection, evaluation, and implementation of back-office integration solutions, overseeing the full project lifecycle from requirements gathering through post-implementation support
Develop and deliver actionable business intelligence and insights for Business Development Managers and external Independent Financial Advisers, transforming complex data into strategic recommendations
Establish and maintain key performance metrics aligned with channel objectives, ensuring data quality and relevance
Potentially manage and mentor Insight Analysts to expand analytics capability and foster continuous learning
Collaborate with the Data Office, Intermediaries Office, Sales Support, and Change and Transformation to unlock insights and optimise processes
Act as a strategic business partner, providing targeted recommendations on channel performance, bottlenecks, and optimisation opportunities
Support channel-led and bank-wide initiatives to drive adoption and maximise return on investment
Ensure seamless system integration across all platforms to enhance operational efficiency

What do you need to succeed?

Must-have

Extensive experience within Wealth Management and the Intermediaries function
Demonstrable expertise in stakeholder management across multiple internal and external stakeholder groups
Robust project management capabilities with proven ability to deliver complex initiatives
Strong analytical skills with experience dealing with large datasets and translating insights into actionable recommendations
Excellent written and spoken English with the ability to construct persuasive insight stories
Meticulous attention to detail, high organisational standards, and the ability to multi-task whilst responding to changing priorities

Nice-to-have

Bachelor’s degree or equivalent professional qualification
People management experience
Flexibility to travel across Brewin Dolphin’s branch network as needed

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 Programme 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
A world-class training programme in financial services

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees or any other company location. RBC Group only pays fees to agencies where a prior agreement exists and does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

#RBCBD

Job Skills

Business Analytics, Business Intelligence (BI), Commercial Acumen, Critical Thinking, Customer Analytics, Decision Making, Detail-Oriented, Group Problem Solving, Long Term Planning, Professional Presentation

Additional Job Details

Address:

100 BISHOPSGATE:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-07

Application Deadline:

2026-08-21

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.

Join our Talent Community

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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 jobs in hemerdon, dev

RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries

Financial Planner

Material Controller (on site)

Paraplanner

[260514R1] Director of Finance & Chief Financial Officer

Junior Financial Controller

Deputy Project Lead - Healthcare Sector

Project Officer – South West Peatland Partnership

Company Accountant

Quantity Surveyor

Audit Senior

WBD InHouse Consultants

Audit Manager

Senior Estimator / Quantity Surveyor - Plymouth

Software Team Manager

Solicitor, Chartered Legal Executive or Licensed Conveyancer

Accounts Semi Senior

Audit Manager

Regional Coordinator

Head of Commercial

I want to receive the latest job alerts for financial planning in hemerdon, dev

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