16 December 2022
Wealth manager RBC Brewin Dolphin has welcomed a new cohort to its financial planning academy.
The cohort of 14 trainee financial planners are embarking upon a two-year training and apprenticeship course which should see them qualify as either financial planners or paraplanners. The course will see the cohort undertake on-the-job training, external training, and mentoring at the company’s offices in Cardiff, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester and Newcastle. Participants will also look to achieve the Level 4 diploma in financial planning over this period.
RBC Brewin Dolphin’s financial planning academy was established to try and narrow the financial advice gap by attracting and training the next generation of financial planners to help clients with their evolving financial needs. The company espouses the benefits of financial planning and advocates the value of taking financial advice.
Nick Oliver, regional managing director for financial planning at RBC Brewin Dolphin, said:“As people’s financial lives have become more intricate with a variety of demands on their hard-earned money, from buying property to supporting children, planning for retirement, and maximising their legacy, the need for considered financial advice at key life stages has never been so important. The RBC Brewin Dolphin financial planning academy is nurturing and empowering the next generation of financial planners with the skills and knowledge to help our clients achieve their financial objectives.”
-ENDS-
Disclaimers
The value of investments can fall and you may get back less than you invested. Information is provided only as an example and is not a recommendation to pursue a particular strategy. Opinions expressed in this publication are not necessarily the views held throughout RBC Brewin Dolphin Ltd. RBC Brewin Dolphin is a trading name of Brewin Dolphin Limited. Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444).
PRESS INFORMATION
For further information, please contact:
Peter McFarlane peter.mcfarlane@framecreates.co.uk / Tel: 07412 739 093
Richard Janes richard.janes@brewin.co.uk / Tel: +44 (0) 20 3201 3343
NOTES TO EDITORS
About RBC Brewin Dolphin
RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762. With £51.7* billion in assets under management, we offer award-winning, personalised wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing.
Our qualified investment managers and financial planners are based in 33 offices across the UK, Jersey and Republic of Ireland. They are committed to the most exacting standards of client service, with long-term thinking and absolute focus on our clients’ needs at the core.
As part of Royal Bank of Canada (RBC), we are now able to draw on the strength of a global financial institution to continue to improve the service we provide to our clients and drive further innovation across our business.
*as at 30th June 2022.
Disclaimers
The value of investments can fall and you may get back less than you invested. RBC Brewin Dolphin is a trading name of Brewin Dolphin Limited. Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444).