fig recruitment

WealthPilot Financial Advisor

Employer: Brewin Dolphin

Salary: TBC

Closing date: 31/03/21

A role for a Financial Advisor in our WealthPilot team, with full details on our LinkedIn page

As a key strategic pillar of Brewin Dolphin’s ambition to become the leading advice-focused, digitally-enabled wealth manager in the UK and Ireland, WealthPilot is focused on providing financial solutions to clients in the most relevant, efficient and accessible manner.

Utilising the latest digital technology to enable an interactive client experience WealthPilot is an advice led proposition focusing on streamlined investment, pension and protection advice and solutions.

The service enables Brewin Dolphin to advise clients wishing to engage with a Financial Advisor in a convenient and manner in keeping with our busy modern lives. It will provide the foundation to build long lasting relationships as the clients trusted advisor throughout their lives. We offer award-winning personalised financial solutions that meet the varied needs of our clients, including ESG strategy and responsible investment propositions.

About This Opportunity

As a WealthPilot Advisor you will provide advice to clients, who would benefit from the streamlined offering provided by the solution. As a core component of Brewin Dolphin’s strategy to provide accessible advice to more clients and different stages of their financial journey, as a WealthPilot Advisor you will contribute to the growth and profitability of this newly established proposition.

The Individual

A self-motivated, goal orientated adviser who thrives in operating in a target driven environment and understands the need more positive client outcomes throughout the advice cycle.

Passionate about client outcomes and driven to meet help clients meet their financial goals.

Driven to meet and exceed performance measures based on output and advice quality.

Committed to personal development in terms of market knowledge, qualifications, and skill enhancement to optimise client engagement and personal career progression.

A team player, who collaborates effectively with WealthPilot peers, and wider Brewin Dolphin colleagues to ensure clients requirements are consistently achieved.

Innovative around methods to develop new client relationships and able to contribute ideas around WealthPilot strategy and delivery.

Able to be flexible around possible shift patterns, so clients have access to a financial adviser when they require it.

Responsibilities Include

Establishing and managing a client base providing financial advice to meet current and future client requirements.

Provision of regulated advice across limited licenced areas whilst identifying opportunity for referral to the core business.

Developing new client opportunities, either through existing referral channels or warm leads generated by web enquires.

Supporting Brewin Dolphin’s Professional Services and B2B to secure new client relationships by working with

Playing a key role in the expansion of WealthPilot by meeting KPIs around service and new client “sign ups”

Development and maintenance of strong and effective client relationships.

Responsible for the generation of new income, both initial and recurring, via existing BD client bank


Experience of operating in a regulated financial advisory role is essential,

Financial Planning qualifications to a minimum of level 4 or equivalent level industry qualification

Hold annual SPS (Statement of Professional Standing)

Genuine – Shows empathy and understanding for the needs of clients and colleagues. Team worker demonstrating trust, respect, and integrity.

Expert – Applies skills and knowledge to achieve objectives and makes the complex simple. Brings together the right people and grows expertise to get the best results for clients. Seeks continuous improvement.

Ambitious – Works hard to be at their best. Embraces change for the better. Strives to do the best for clients and colleagues

Brewin Dolphin is proud to be an equal opportunity employer. We are committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation, and disability. If you have requirements in relation to accessibility or mobility during the recruitment process, please let us know and we will do our best to make suitable adjustments.

How to apply

Please apply via the LinkedIn link shown above, which can be found by navigating to the Brewin Dolphin page on LinkedIn, under ‘jobs’

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