Rbc Brewin Dolphin

**Job Summary**

**What is the opportunity?**

We have an exciting opportunity for an Investment Management Assistant to join either our Plymouth or Exeter office on a permanent basis.

In this role you will support the Investment Managers in production of portfolio proposals, reviews and associated client administration.

**What will you do?**
- Developing knowledge of Investment Management, the wider business offering and the Financial Services sector
- Executes trades on instruction from Certified Person Portfolio Manager or Investment Manager, where appropriate
- Collates and verifies the accuracy of information and work provided
- Assists in preparation of review and new client meeting documentation
- Assists team members as required and works effectively with colleagues
- Limited client interaction at this stage, but any interaction should be maintained with RBC Brewin Dolphin’s conduct and professionalism standards
- Adheres to Conduct Risk standards and all other RBC Brewin Dolphin Policies and Procedures

**What do you need to succeed?**

**Must-have**
- 5 GCSEs or equivalent
- Gaining an understanding of investment management, client advice processes and industry knowledge
- Accuracy and attention to detail

**Nice-to-have**
- Ability to meet deadlines/work within restricted timescales
- Flexible and reliable team member
- Strong numerical skills

**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 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 additi_onal _details._
- #RBCBD_

**Job Skills**

**Additional Job Details**

**Address**:
ASHLEIGH COURT, LANGAGE BUSINESS PARK:PLYMOUTH

**City**:
Plymouth

**Country**:
United Kingdom

**Work hours/week**:
35

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-03-04

**Application Deadline**:
2025-03-18

**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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