Wealth manager Work, Jobs in Winchcombe, Gls (with Salaries)

RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Communication skills
- Banking
13d
Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)
GCHQ —Cheltenham
- £56,962 a year
- Full-time
- Hybrid work
- Management
- Travel
- Mentoring
- Annual leave
- Work from home
3d
Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)
Secret Intelligence Service —Cheltenham
- £56,962 a year
- Full-time
- Hybrid work
- Management
- Travel
- Mentoring
- Annual leave
- Work from home
3d
Risk Manager
Halfords —Redditch
- £75,000 - £80,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Programmable logic controllers
- Annual leave
- Employee discount
Vulnerability Manager
Iress Limited —Cheltenham
- Full-time
- Hybrid work
- In-person
- School
- Annual leave
- Life insurance
8d
Group Senior CRM Manager –12-month FTC
Halfords —Redditch
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- CRM software
- Annual leave
- Employee discount
B2B Client Success Manager
Halfords —Redditch
- Up to £35,000 a year
- Full-time
- Hybrid work
- Contracts
- Annual leave
- Employee discount
14d
Category Buyer
Halfords —Redditch
- Full-time
- Hybrid work
- Management
- Annual leave
- Employee discount
9d
Tool Hire Manager
Jewson —Evesham
- Full-time
- Employee discount
13d
PMO Practice Lead
Halfords —Redditch
- Full-time
- Hybrid work
- Financial services
- Annual leave
- Employee discount
Data Product Manager
Halfords —Redditch
- Full-time
- Hybrid work
- IT
- Annual leave
- Employee discount
Service Assurance Manager - Retail & Customer
Halfords —Redditch
- Full-time
- Hybrid work
- Organisational skills
- Contracts
- Annual leave
- Employee discount
Private Client Tax Senior
Ballards LLP —Droitwich
- Full-time
- Hybrid work
- Microsoft Outlook
- Communication skills
- Tax experience
Quick apply
Data Architect
St. James's Place —Cirencester
- IT
- Financial services
- Annual leave
B2B Account Manager
Halfords —Redditch
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Contracts
- Time management
- Annual leave
- Employee discount
Senior Trade and Account Manager
Halfords —Redditch
- £42,000 - £47,000 a year
- Full-time
- Hybrid work
- Business development
- Analysis skills
- Negotiation
- Annual leave
- Employee discount
Group Tax Manager
Halfords —Redditch
- £55,000 a year
- Full-time
- Hybrid work
- Accounting
- Organisational skills
- Leadership
- Annual leave
- Employee discount
Fire & Security Systems Service Engineer
Global Fire & Security Systems LTD —Gloucester
- Overtime
- Bachelor's degree
- Organisational skills
- Communication skills
- Annual leave
- Referral programme
Quick apply
2h

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Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)
GCHQ —Cheltenham
Please note this role requires a minimum of 3 days per week in the office, with flexibility to work from home 1-2 days per week.
£56,962 a year
3d
Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)
Secret Intelligence Service —Cheltenham
Please note this role requires a minimum of 3 days per week in the office, with flexibility to work from home 1-2 days per week.
£56,962 a year
3d

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RBC Brewin Dolphin - Wealth Manager - West of England

Royal Bank of Canada -
Cheltenham

Apply Now

Job details

Full-time
13 days ago

Qualifications

Business development
Estate planning
Communication skills
Banking
Certificate in Insurance

Full job description

Job Description

RBC Brewin Dolphin is seeking 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.

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:

2026-06-30

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 winchcombe, gls

RBC Brewin Dolphin - Wealth Manager - West of England

Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)

Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)

Risk Manager

Vulnerability Manager

Group Senior CRM Manager –12-month FTC

B2B Client Success Manager

Category Buyer

Tool Hire Manager

PMO Practice Lead

Data Product Manager

Service Assurance Manager - Retail & Customer

Private Client Tax Senior

Data Architect

B2B Account Manager

Senior Trade and Account Manager

Group Tax Manager

Fire & Security Systems Service Engineer

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