Financial Adviser jobs in Shirebrook
- Royal Bank of CanadaNottingham NG2 3BJ
- Basic experience or exposure to financial products.
- A world-class training programme in financial services.
- You will be a Wealth Management Associate, providing…
View similar jobs with this employerNelsonsNottingham NG1 7BQ- Is technically strong and genuinely enjoys financial planning.
- You'll provide holistic financial planning advice to individuals, families, trustees and business…
- View all Nelsons jobs - Nottingham jobs
- Salary Search: Financial Advisor salaries in Nottingham
- See popular questions & answers about Nelsons
- Royal Bank of CanadaNottingham NG2 3BJ
- As a Wealth Manager, you will oversee and manage a dedicated client base with diverse financial planning needs, ensuring tailored solutions and exceptional…
- View all Royal Bank of Canada jobs - Nottingham jobs - Wealth Manager jobs in Nottingham
- Salary Search: RBC Brewin Dolphin - Wealth Manager/Associate Director, (Wealth Planner / Financial Planning) - Nottingham / Leicester / Derby salaries in Nottingham
- See popular questions & answers about Royal Bank of Canada
Trainee Financial Planner
NewMultiple openingsGlu RecruitSheffield- Free parking
- Company pension
- Private medical insurance
- Company events
- Canteen
- On-site parking
- Previous financial planning experience is not essential.
- Support the development of client relationships and financial planning strategies.
View similar jobs with this employerThe Mortgage ExpertsMansfield- You enjoy understanding your clients' mortgage and protection needs.
- You offer expert advice on mortgage products and protection options.
- View all The Mortgage Experts jobs - Mansfield jobs
- Salary Search: Mortgage Advisor salaries in Mansfield
- The Progeny Group LimitedNottingham NG1 5DT
- Expand your knowledge about the financial services industry and FCA principles.
- Demonstrates commitment to building and maintaining knowledge of financial…
- Perspective Financial GroupAshbourne
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
- Good working knowledge of IO and Platform.
- View all Perspective Financial Group jobs - Ashbourne jobs
- Salary Search: Financial Administrator salaries in Ashbourne
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- Mortgage 1stBarlborough S43 4PZ
- A perfect role for anyone with administrative experience and keen to step into the Financial Services Industry.
- The Keys Skills required for this role *.
- Citizens Advice Derbyshire DistrictsIlkeston DE7 8DY
- As a Money Adviser, you will deliver high-quality, FCA-regulated money advice to individuals in financial difficulty.
- Hours:* Full-Time (37 hours per week).
- View all Citizens Advice Derbyshire Districts jobs - Ilkeston jobs
- Salary Search: Money Adviser salaries
- The Progeny Group LimitedNottingham NG2 1AE
- Financial Planning & Advice: Deliver financial plans and advice to clients in line with Progeny's regulatory standards and requirements.
- Placing FacesNottingham
- Company events
- Work from home
- Build and grow your own adviser hub through established introducer partnerships.
- You'll receive a consistent flow of high-quality leads from established, long-…
- NJR RecruitmentNottingham
- Company pension
- Private medical insurance
- Our client is a well-established Wealth Management Practice providing a bespoke and highly professional service to Private Clients, Business Owners, Trustees…
- NJR RecruitmentNottingham
- Company pension
- Private medical insurance
- Our client is a well-established Wealth Management Practice providing a bespoke and highly professional service to Private Clients, Business Owners, Trustees…
- NJR RecruitmentSheffield
- Free parking
- Private medical insurance
- Study support towards CII Diploma.
- 23 days holiday + bank holidays.
- To provide efficient administrative support to a number of IFA's.
- Fortem PeopleChesterfield
- Annual leave
- Company pension
- Office support experience, ideally within financial services.
- Fortem People are recruiting a Client Relationship Support Executive to join a well-established…
View similar jobs with this employerVerisureSheffield S2 4HJ- Company car
- Company pension
- Private medical insurance
- Build confidence in sales with hands-on coaching from day one.
- Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
Associate, Wealth Management
Job details
Full job description
Job Description
What is the opportunity?
You will be a Wealth Management Associate, providing support and assistance to senior colleagues in Wealth Management. This role is designed for structured development, providing hands-on experience, mentorship and full support to achieve industry-specific qualifications and progress within Wealth Management.
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 at our Nottingham location, with flexibility to work up to 1 day per week remotely, depending on working arrangements.
What will you do?
- Work closely with senior wealth professionals, gaining exposure to client support, investment solutions and financial planning under expert supervision
- Progress through our structured pathway, following a clear roadmap to advance into a Wealth Manager or Wealth Paraplanner with dedicated support and mentorship
- Collate and verify the accuracy of information and work provided, whilst supporting wealth colleagues with all aspects of client support and client documentation
- Develop knowledge of investment, lending, cash and trust solutions through hands-on exposure and provide clients with accurate information and guidance
- Support business development through the correct application of client processes and procedures
- Develop understanding of office business plans and support the team in achieving overall objectives
- Work collaboratively with One RBC partners and functional colleagues across platforms to ensure clients receive exceptional service
What do you need to succeed?
Must-have
- Strong attention to detail and passion for Wealth Management
- Clear and concise communication skills, both oral and written
- Commitment to achieving industry qualifications (no prior qualifications required; we fund and support your journey)
Nice-to-have
- Awareness of RBC Brewin Dolphin's values and culture
- Basic experience or exposure to financial products
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 Programme 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
- A world-class training programme in financial services
RBC Group does not accept agency resumés. Please do not forward resumés to our employees or any other company location. RBC Group only pays fees to agencies where a prior agreement exists and does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
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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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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.