RBC Brewin Dolphin - Technical Advice Manager

What is the opportunity?

Join our team as a Technical Advice Specialist and become an invaluable partner to our Wealth Managers. In this role, you'll be at the heart of the RBCBD Client Advice team, providing expert guidance that empowers our advisors to deliver outstanding, compliant advice to our clients. Your deep technical knowledge across planning, tax, and regulatory matters will be the backbone supporting our team – ensuring every client receives holistic, practical solutions tailored to their unique needs. If you're passionate about helping talented advisors excel and take pride in enabling exceptional client outcomes, this is your opportunity to make a meaningful impact.

RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do? 

• Prepare and presents practical case studies to illustrates technical concepts and supports learning and development
• Provide technical support across investments, pensions, tax, and estate planning to Wealth Managers
• Act as subject matter expert on client cases, reviewing proposed advice strategies and ensuring regulatory compliance
• Design and deliver training including online clinics, in-person sessions, and national briefings to support ongoing upskilling
• Maintain quality assurance standards to ensure all advice aligns with regulatory requirements and internal governance
• Interpret budget and legislative changes to develop case studies that help Wealth Managers advise clients on planning opportunities
• Work with third-party providers to deliver specialist training on products and regulatory updates
• Build strong cross-functional relationships with Regional Centre Heads, Heads of Office, Wealth Managers, and support teams, acting as trusted technical coach
• Work closely with Wealth Managers to utilise cashflow modelling effectively, helping ensure client plans are aligned with their goalWhat do you need to succeed?

Must-have

• Strong technical knowledge of financial planning, pensions, tax, investments, and estate planning with understanding of relevant regulatory frameworks
• Experience in wealth management or private banking delivering or supporting financial advice
• Excellent communication and interpersonal skills with ability to build relationships, coach, and influence colleagues effectively
• Strong analytical and problem-solving skills with meticulous attention to detail and commitment to quality
• Ability to interpret complex technical information and translate it clearly for diverse audiences
• Experience with cashflow modelling tools (highly desirable)
• The RQF Level 6 Advanced Diploma in Financial Planning or equivalent
• Chartered or working towards Chartered status (e.g., CII/ CISI) preferred
• Relevant specialist qualifications are advantageous
• Proven industry experience

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
• A world-class training program in financial services

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

Building Talent, Business Development, Inspiring, Long Term Planning

Additional Job Details

16 ST HELEN'S PLACE:LONDONLondonUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2026-05-052026-05-19

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.

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.