Job Summary Job Description What is the opportunity?
We have an exciting requirement for a Financial Planner to join our team in Glasgow.
The team provides Financial Planning advice to a combination of their own private clients, integrated wealth management clients and clients with the investment management team.
In addition, they are heavily involved in the expanding professional services channel.
We are looking for someone who is keen to further develop their skills as a Financial Planner in this integrated Wealth Management environment.
As a Financial Planner, you will have a comprehensive understanding of core Financial Planning solutions and will have built knowledge through exposure to various client planning scenarios.
You will analyse our clients' aims and needs and construct solutions to communicate to clients.
You will provide guidance to the paraplanning, and administration team members and support senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.
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 network through seeking opportunities with current, new, and potential clients.
Able to support business development events.
Where appropriate: produce financial solutions to meet clients' needs and deliver ongoing monitoring and review, making changes where appropriate to deliver continued suitability of investments.
Responsible for ensuring ongoing client suitability.
Independently and confidently manages the client advice relationship to ensure engagement opportunities to develop client acquisition.
Able to clearly explain to clients why changes to products that are recommended may better suit the client's financial objectives.
Help to drive efficiency within the office/ team to sustain business growth while ensuring fair client outcomes.
Share best practice opportunities to deliver business growth that will contribute to the success of the team / office.
Understand and complies with all of the relevant regulations and principles applying to the role as a Certified Person under SMCR.
Meets FCA qualification and RBCBD internal requirements for authorisation to provide advice in complex and specialist areas, where appropriate.
What do you need to succeed?
Must-have You will have attained level 4 as a minimum and ideally working towards CII Level 6 Advanced Diploma or equivalent.
You will have maintained SPS in line with professional body requirements.
Previous experience as a Financial Planner.
In-depth knowledge of Financial Planning and client advice & In-depth knowledge of complex and higher risk advice areas.
Meet FCA qualification and RBC Brewin Dolphin internal requirements for authorisation to provide advice in complex and specialist areas and maintaining knowledge in these areas through CPD.
Possess an In-depth understanding of financial markets/risk management techniques/regulatory requirements.
Nice-to-have The Ability to flourish in changing environments, learning from experience, and adapting to new situations to achieve objectives.
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.
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 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 additio nal details.
Job Skills Business Development, Client Centricity, Communication, Long Term Planning Additional Job Details Address: 8TH FLOOR, CADWORKS 41, WEST CAMPBELL STREET:GLASGOW City: Glasgow Country: United Kingdom Work hours/week: 35 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2024-11-21 Application Deadline: 2024-12-08 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion 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.
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Please let us know if you need any accommodations during the recruitment process.
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