Wealth manager Work, Jobs in Woodbury, Dev (with Salaries)

RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)
Royal Bank of Canada —Exeter
- Full-time
- Customer service
- Communication skills
- Banking
Wealth Planning Assistant
Raymond James Wessex —Exeter
- £25,420 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
3d
Inter Dealer Broker Relationship Manager
London Stock Exchange Group —Exeter
- Full-time
- English
- Microsoft Office
11d
Sales Advisor
Tapi —Exeter
- Full-time
- Employee assistance programme
- Employee discount
Client Services Associate (Full time or Part time)
William Highbourne Wealth Management —Exeter
- £25,000 - £30,000 a year
- Part-time
- English
- Microsoft Office
- Administrative experience
- Free parking
- Life insurance
Quick apply
2d
Account Manager
Flannery Plant Hire —Exeter
- Sales
- Customer service
- Business development
- Annual leave
- Employee assistance programme
Financial Planner
Charles Stanley —Exeter
- Full-time
- Mentoring
- Leadership
- Communication skills
Tax Manager
The Progeny Group Limited —Exeter
- Full-time
- Hybrid work
- Microsoft Office
- AI
- Communication skills
Quick apply
Project Manager
Octavius Infrastructure —Exeter
- Full-time
- Hybrid work
- Engineering
- IT
- Construction experience
- Annual leave
Assistant Manager
Mill on the Exe, Exeter —Exeter
- £35,000 - £38,000 a year
- Full-time
Quick apply
Tool Hire Manager
Jewson —Tiverton
- Full-time
- Employee discount
Statutory Agreements (Planning & Environmental) Manager
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Team management
- Organisational skills
- Communication skills
Quick apply
Assistant Manager
Samuel Jones, Exeter —Exeter
- £34,800 - £38,000 a year
- Full-time
- Employee discount
Quick apply
1d
Tool Hire Manager
STARK Group —Totnes
- Full-time
- Employee discount
2d
Care Assistant
McCarthy & Stone —Topsham
- £13.70 an hour
- Part-time
- Employee assistance programme
- Employee discount
Quick apply
Assistant Manager
Rock Point, Lyme Regis —Lyme Regis
- £34,800 - £38,000 a year
- Full-time
- Employee discount
Quick apply
1d
Senior Associate (7+ years PQE)
Ashfords LLP —Exeter
- Full-time
- Organisational skills
SEND Lead
South Devon College —Paignton
- £25,100 - £26,384 a year
- Full-time
- Customer service
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
3d

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Wealth Planning Assistant
Raymond James Wessex —Exeter
Confidence dealing with clients by email and telephone. This role offers the opportunity to build deep operational knowledge across wealth management…
£25,420 - £32,000 a year
Quick apply
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Battens Solicitor Limited —Yeovil
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RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)

Royal Bank of Canada -
Exeter

Apply Now

Job details

Full-time

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:

2026-08-04

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 woodbury, dev

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

Wealth Planning Assistant

Inter Dealer Broker Relationship Manager

Sales Advisor

Client Services Associate (Full time or Part time)

Account Manager

Financial Planner

Tax Manager

Project Manager

Assistant Manager

Tool Hire Manager

Statutory Agreements (Planning & Environmental) Manager

Assistant Manager

Tool Hire Manager

Care Assistant

Assistant Manager

Senior Associate (7+ years PQE)

SEND Lead

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