RBC Brewin Dolphin - Financial Planner

We are seeking a Financial Planner to join our team in Edinburgh. The team provides Financial Planning advice to a combination of our own private clients and integrated wealth management clients. We are looking for someone who is keen to play a significant contribution to the growth of this integrated Wealth Management environment.
The successful candidate will have responsibility for the development and subsequent management of a financial planning client base. You will lead business development activities, aligned to the group strategy and work to exceed targets. You will have a comprehensive understanding of core Financial Planning solutions and will have built knowledge through exposure to client planning scenarios.
If you feel this role suits your skills and experience, we would be keen to hear from you.
What will you do?
Assist with the management of a client base, developing and maintaining existing client relationships whilst further increasing business with the generation of new clients.
Proactively represents FP function internally and RBC Brewin Dolphin externally to develop and positively influence the firms position within the marketplace.
Develop your network through seeking opportunities with current, new and potential clients.
Drive efficiency within the office/team to sustain business growth while ensuring fair client outcomes.
Provision of regulated advice across all standard licensed areas.
Produce (where appropriate) financial solutions to meet clients' needs and delivers ongoing monitoring and review, making changes where appropriate to deliver continued suitability of investments.
Responsible for ensuring ongoing client suitability.
Manage all actions consistent with the advice given to clients., 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.
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.
Flexible working and hybrid options fully supported.
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.
Job Skills Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

Has attained level 4 and working towards CII Level 6 Advanced Diploma or equivalent.
Maintains SPS in line with professional body requirements.
Proven experience in Financial Services.
Nice-to-have
Ability to flourish in changing environments, learning from experience and adapting to new situations to achieve objectives.
Willing to learn new ways to accomplish working activities and embraces change.
Good communication skills - oral and written

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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