Wealth manager Work, Jobs in Frome Berkley Down, 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
- Banking
Programme Director - ACTS
Raytheon —Warminster
- Full-time
- Hybrid work
- Engineering
- Project management
- Bachelor's degree
- Sick pay
8d
Digital Transformation Consultants
i3Works —Bristol
- £45,000 - £70,000 a year
- Full-time
- Hybrid work
- Business development
- Continuous improvement
- Agile
- Annual leave
- Life insurance
Consultant - Senior Consultant: Project Controls / Planning
i3Works —Bristol
- £40,000 - £60,000 a year
- Hybrid work
- Business development
- Project management
- Agile
- Annual leave
- Life insurance
Tax Audit and Accounting Group, Assistant Manager
BDO —Bristol
- Full-time
- Mentoring
- Leadership
- Tax experience
Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
Business Analyst
Equisoft —Bath
- Up to £55,000 a year
- Full-time
- Hybrid work
- SQL
- Financial services
- SDLC
- Life insurance
8d
Audit Stream Learning and Development - US Curriculum Lead
BDO —Bristol
- Full-time
- Management
- Travel
- Communication skills
International Market Lead, Middle East
National Westminster Bank PLC —Bristol
- From £27,090 a year
- Full-time
- Hybrid work
- Travel
- Banking
- Annual leave
Senior / Principal Consultant – Defence / Submarine Enterprise
i3Works —Bristol
- £50,000 - £85,000 a year
- Full-time
- Hybrid work
- Business development
- Project management
- Agile
- Annual leave
- Life insurance
Portfolio Implementation Analyst
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Customer service
- Analysis skills
- Financial services
Quick apply
3d
Director Business Development
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Sales
- Business development
- Mentoring
Quick apply
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
Paraplanner
Saltus —Bath
- Up to £45,000 a year
- Full-time
- Hybrid work
- IT
- Communication skills
Quick apply
2d
Senior - Principal Consultant - Change Management
i3Works —Bristol
- £50,000 - £80,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
- Life insurance
Senior Hydrologist
Mott MacDonald —Bristol
- Full-time
- Hybrid work
- Business development
- Project management
- Mentoring
- Annual leave
- Employee discount
9d
Sales Advisor
Tapi —Salisbury
- Full-time
- Employee assistance programme
- Employee discount
11d
Senior Agent/ Agent
AmcoGiffen —Bristol
- £55,000 - £65,000 a year
- Full-time
- Civil engineering
- Engineering
- Driving
- Life insurance
Quick apply
Audit Learning and Development Assistant Manager / Manager (Fixed Term Contract)
BDO —Bristol
- Full-time
- Presentation skills
- Travel
- Communication skills
Senior Social Worker - Response Team
South Gloucestershire Council —Yate
- £45,091 - £48,226 a year
- Full-time
- Supervising experience
- Travel
- Mentoring
- Annual leave
- Employee discount

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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

Business development
Estate planning
Communication skills
Banking
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:

2026-08-03

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 manager jobs in frome berkley down, som

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

Programme Director - ACTS

Digital Transformation Consultants

Consultant - Senior Consultant: Project Controls / Planning

Tax Audit and Accounting Group, Assistant Manager

Wealth Paraplanner

Business Analyst

Audit Stream Learning and Development - US Curriculum Lead

International Market Lead, Middle East

Senior / Principal Consultant – Defence / Submarine Enterprise

Portfolio Implementation Analyst

Director Business Development

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Paraplanner

Senior - Principal Consultant - Change Management

Senior Hydrologist

Sales Advisor

Senior Agent/ Agent

Audit Learning and Development Assistant Manager / Manager (Fixed Term Contract)

Senior Social Worker - Response Team

I want to receive the latest job alerts for wealth manager in frome berkley down, som

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