The value of investments and any income from them can fall and you may get back less than you invested.

Brewin Dolphin

Our people

Meet some of the team who sum up the culture of opportunity at Brewin Dolphin

Get to know us

Our people come from a range of backgrounds and have a range of experiences. Find out more about their time at Brewin Dolphin.

What is your position at Brewin Dolphin?

Financial Planner based in our Cardiff office and also Regional Financial Planning Manager.

I provide comprehensive financial advice to private clients typically with wealth in the range of £1m-£20m. I have a wide range of clients from entrepreneurs, those with inherited wealth, lottery winners and clients who have accumulated their wealth over their lifetime. My team comprises a paraplanner who is responsible for the day-to-day running of the team and the production of our in-depth financial reports and also an administrator as the idea of a paperless office has never really materialised!

What has been your career path to date and what drew you to Brewin Dolphin?

I joined the industry in 1994 taking my first professional exam that same year. In 1995 I moved to Lloyds Bank progressing to Senior Adviser and in 2002 joined the RBS Group as a regional financial adviser. I was invited to join Coutts Private Bank in 2007 initially at Associate Director level with promotion to Director in 2009. In 2013 I looked at alternative options in the market.

Brewin Dolphin stood out with a very clear client focused proposition and with an enviable reputation among its peers. The combination of financial planning alongside bespoke tailored investment advice delivered under the same roof by a highly qualified team was really quite compelling. These complimentary elements create a wealth management service which clients value and understand.

What is your advice to people considering a career at Brewin Dolphin?

I could not be happier with the decision to move to Brewin Dolphin. All the necessary ingredients are in place here to develop a long-term and fulfilling career with support for professional development and qualifications.

How has your career developed with Brewin Dolphin?

I joined as a Divisional Director in January 2013 and was subsequently appointed as Regional Financial Planning Manager in 2014. I also sit on the management committee of the Cardiff office

Outside of your career with Brewin Dolphin, could you tell us about an achievement you are proud of?

My home and my family. I spent 10 years converting a disused barn into my family home and it is now filled with laughter and happiness. Very rewarding.

What is your role at Brewin Dolphin?

Assistant Director/Investment Manager

What has been your career path to date and what drew you to Brewin Dolphin?

On leaving school I joined an investment firm as an Investment Assistant.  At that time, there was limited encouragement to pursue a structured professional career path.  The firm was taken over by Brewin in 1996 and since then I have been given every encouragement to proceed with professional exams and development.

What is your advice to people considering a career at Brewin Dolphin?

The career path with Brewin Dolphin is now much more structured.  You have clear guidance at whatever level or role you are working in on what is required to get you to the next level and you are certainly given encouragement and the facilities to do so. 

How has your career developed with Brewin Dolphin?

Having worked through the exam process as an Investment Assistant and Trainee Investment Manager, I worked with various Investment Managers. Three years ago the IM I was working with left the firm and I was asked to take over their client bank; something that I never thought I would have had the confidence or the ability to do.  Three years later I am growing this client bank as well as supervising the Administration Team in Glasgow.  I am growing and learning every day.

Outside of your career with Brewin Dolphin, could you tell us about an achievement you are proud of?

Aside from the fact that I am a full-time working mum to my 14 year old son, of whom I am extremely proud, I am also the proud holder of a Gold Duke of Edinburgh Award and take great pride in encouraging youngsters to believe that they can achieve anything if they work hard and I do this through my work as a Duke of Edinburgh Award Leader and Girls Brigade Company Captain.

What is your role at Brewin Dolphin?

Head of Digital Channels and Investment Solutions

What has been your career path to date and what drew you to Brewin Dolphin?

I think most would describe my career path as “non-linear”! I joined in 2002 to take a summer job; attracted by the presence of a large wealth manager in the north east, with a multi-function office where I could learn about wealth management. I’ve been with the business for 16 years and my career path here has been a game of two halves. The first half I worked in Business Support, learning about the workings of a large wealth manager and all the processes that go into supporting our wealth managers as they look after clients. The second half saw me pivot towards the client facing side of the business and I moved into the Intermediaries division. In this role, I used all the knowledge built up in the first half of my career to lead and shape our Managed Portfolio Service. In 2010 when I took on this role, it consisted of a single Adviser and about £10m in Assets Under Management (AUM).  Today, we have over 1,000 Advisers using the service and are en-route to surpass £3bn AUM by the end of 2018.

What is your advice to people considering a career at Brewin Dolphin?

Apply. Now! We’re very fortunate to have offices across the UK and key hubs in Newcastle, Edinburgh and London. In those offices, you will find some of the most talented and dedicated individuals in UK wealth management. There’s a multitude of roles and it’s often the case that people move through, and around, the business. It’s a brilliant place to learn! My other piece of advice would be to work hard. This is lifelong learning and to truly take all of the opportunities Brewin Dolphin affords you, you’ve got to work hard, from day one right through your career.

How has your career developed with Brewin Dolphin?

In 2002 I joined literally just for one summer.  Now I report into the Executive Committee of the Board.  I started in business support but pivoted and now lead revenue generating parts of our business. I’ve been very fortunate to work for those that would not only believe in me but provide opportunities for me to grow and learn. In doing so, I’ve been able to move from that role as a summer intern to leading a rapidly growing part of the business and launching the firm’s first App. I’m also privileged to lead teams within the company on a daily basis, I am thankful for those I a work with.

Outside of your career with Brewin Dolphin, could you tell us about an achievement you are proud of?

In 2016, my wife gave birth to our son and that was really a proud moment. To have our son, who is now two and a half, completed our family. It also helps to put your highs, and lows, in perspective. If it has been a tough day in the office and I walk through the door and get a ‘Daddy cuddle’, it takes all the stress away. Equally, if you’ve done your best work and been promoted, a fist bump from the family means the world. Although there are times when you just need to get that last work email done … and “Daddy, watch Bing!” is repeated over and over!

What is your position at Brewin Dolphin?

Business Strategy Manager, I head the Strategic Insight & Analysis team in London.

I manage a team of analysts providing analytical support and project management expertise to central management and senior stakeholders on a range of strategic and operational projects. My role includes oversight of the group’s competitor analysis and management information and reporting for specific key projects.

The team provides key insight into Brewin Dolphin's clients, conducts various revenue generating initiatives and cost controlling projects from which it recommends operational process improvements. The team engages and works with internal stakeholders from all areas of the business and manages a large proportion of the group's central client communications.

What has been your career path to date and what drew you to Brewin Dolphin?

After graduating from university with my degree in Business Administration, I started my career as an analyst in the technology division of a FTSE 100 bank. I later took time out to explore the world and settled in Sydney working for a large Australian telecoms company and a US technology giant.

On my return to the UK, I returned to the banking sector in various analytical and project management roles before breaking into the Investment Management industry by completing professional investment qualifications to combine with my experience. This led me to Brewin Dolphin in 2009, where I obtained a role as a Management Information & Reporting Analyst. My immediate impression upon interview was a strong one based on what I had seen and heard, particularly around my perceptions on career progression.

In line with my ambitions, Brewin later offered me the opportunity to work within the Transformation team as a Data Analyst and later Strategy Development Analyst and I gained valuable experience working closely with top tier Strategic Management Consultants and other experienced professionals. In 2013, I progressed into my current role as Business Strategy Manager and I was given the opportunity to lead my own Strategic Insight & Analysis team which I currently manage today.

What is your advice to people considering a career at Brewin Dolphin?

Brewin Dolphin is a great place to grow and develop, as it provides both a challenging yet encouraging environment, allowing employees to shine if they have both the ability and ambition to succeed. The company is big enough to make a difference but small enough for an individual’s quality to be recognised. It has an inviting culture and is one of the leaders in the market.

How has your career developed with Brewin Dolphin?

The company has allowed me to change departments, seek progression and has recognised my ambition and what I have been able to offer. I have also been fortunate enough to report to several strong leaders who have mentored and encouraged me to grow over the years, which has been both supportive and positive for my personal career development.

Outside of your career with Brewin Dolphin, could you tell us about an achievement you are proud of?

Originally from the north west of the UK, I am proud that I have been able to successfully relocate and thrive away from home initially for a short while in Sydney and then later on in London. It’s fulfilling to have been able move to a new location and set up a comfortable life for myself, where I have now gone on to start a family.

Position: Divisional Director - Portfolio Management

What is your position at Brewin Dolphin?

I head up the Portfolio Management team in Manchester and am also part of the Management Committee.

The Portfolio Management team works with the investment managers in the office to ensure that client portfolios are invested where we want and where we need them to be based upon their investment objectives and risk profile. As head of the Portfolio Management team it is my job to ensure the best investment ideas are implemented within the office and portfolios are in line with the client’s needs. We help with all the client types in the office including: private clients, trusts, charities and pension funds.

A significant part of the role is mentoring, monitoring and managing the trainee investment managers within the team to ensure they meet the high standard we expect to deliver to the other investment managers.

What has been your career path to date and what drew you to Brewin Dolphin?

My career originally started working for and supporting various directors in helping to manage a variety of clients. Having successfully attained my diploma an opportunity arose within the office to create and develop a business support team before another opportunity arose to work on what ultimately became the Portfolio Management team. I have now been working within Portfolio Management for around eight years and have seen it develop and grow into an idea into a team of five people that play an important part in the Manchester office.

What is your advice to people considering a career at Brewin Dolphin?

Brewin Dolphin will provide you with the backing and support that you would expect from a FTSE 250 company to help you to grow and develop your career. But unlike many other sizeable organisations, where you can be “just another number”, you get the sense of being part of a successful team and what you do can make a difference to the whole group and not just yourself, your team or your office.

How has your career developed with Brewin Dolphin?

Over my 15 year career at Brewin Dolphin I have developed both at a personal and professional level, starting out as a trainee and moving on to be a Divisional Director. I have never felt constrained in my development and have always been encouraged to take on more responsibility. I am grateful for the opportunities the company and my managers have given me and I don’t believe I could have achieved the same level of growth with another firm.

Outside of your career with Brewin Dolphin, could you tell us about an achievement you are proud of?

Work in progress. To ensure my daughter, Gloria, has all the opportunities that I had.

What is your role at Brewin Dolphin?

Compliance Monitoring Analyst based in the Financial Crime Team, Risk & Compliance.

What has been your career path to date and what drew you to Brewin Dolphin?

Having just left college I joined Brewin Dolphin in 2003 as a Business Support Administrator. Over the years I have taken up several opportunities to transfer between departments in this function which enabled me to develop my own knowledge of the business.  Through recognition of this, I was promoted to Business Support Senior Administrator. In 2016 I transferred to the Risk and Compliance function where I am continuing to develop, whilst experiencing the business from another perspective.

What is your advice to people considering a career at Brewin Dolphin?

Having been with Brewin Dolphin for 15 years I have personally found this a great place to work and the efforts I have put in during this time have been recognised. There are always opportunities available to develop yourself in your role and with job vacancies published internally, there are prospects to transfer into another role or function.

There is a great selection of people at Brewin Dolphin who make this an enjoyable environment to work in, and I have always felt supported in my personal career development. 

How has your career developed with Brewin Dolphin?

The career framework in Risk and Compliance provides clear direction and guidance to help me understand what qualities and experience are required to progress my career.

As well as developing the required skill set on the job, I have had the opportunity to study towards CISI recognised qualifications. During my time in Business Support I gained the Investment Operations Certificate (IOC) and more recently I have worked towards and achieved the Diploma in Investment Compliance which has enabled me to upgrade to a Chartered Member of the CISI.

Outside of your career with Brewin Dolphin, could you tell us about an achievement you are proud of?

Aside from the office and my studies, I also have working commitments with the NHS Business Services Authority in the Prescription Exemption Checking Team. Whilst sometimes it can feel like life is non-stop, I am proud to be proactively using my time and making connections whilst also maintaining an enjoyable personal life!

What is your position at Brewin Dolphin?

I am currently a Talent Partner working within the Human Resources department.   Our aim is to recruit and retain talented people across all areas of the business.

What has been your career path to date and what drew you to Brewin Dolphin?

I completed my Masters degree in Human Resource Management in 2011 and my career plan has always been to get into HR and develop my knowledge within the field. I worked as a HR and L&D generalist with my previous firm for 3 years before joining Brewin Dolphin.

What drew me to Brewin Dolphin was that it was a reputable firm and I saw a great opportunity for me to grow and develop my career here. I also felt positive about the company and the role itself during my two-stage interview process as the interviewers made me feel comfortable and at ease throughout the process.

What is your advice to people considering a career at Brewin Dolphin?

We are constantly evolving to keep up with the ever-changing environment.  Our aim is to ensure we do the right thing for our employees and in turn keep our clients at the heart of everything we do.  So, if you are career driven and would like the opportunity to grow and develop, Brewin Dolphin is definitely a good place to be. 

How has your career developed with Brewin Dolphin?

I joined Brewin as a Training & Competence Manager, advising and supporting employees in all matters relating to competence, development and learning.  However, 4 years on I have moved on to become a Talent Partner and taken the opportunity to develop into this area of HR. 

Outside of your career with Brewin Dolphin, could you tell us about an achievement you are proud of?

Back in 2008, I completed my Master’s degree and achieved a Merit.  The effort has certainly paid off as it helped me get a job within HR very quickly and got me to the position I am in now.  I am also most proud of my parents for their tireless efforts to make sure we got a good education to set us up in life.

What is your role at Brewin Dolphin?

I am Head of Charity & Institutional Investment for Scotland as well as joint Deputy Head of the Edinburgh office. I am also a member of the Diversity and Inclusion Committee.

What has been your career path to date and what drew you to Brewin Dolphin?

I joined Brewin Dolphin at the start of 2010 from another investment firm, where I worked for 13 years, having joined as a graduate trainee. There, I set up and developed the Scottish charity business.  At that time, I decided to look for my next career move and I was keen to join a wealth manager that put the client at the heart of what they did and where I was able to listen to each and every client and provide them with a tailored investment solution to meet their needs. I was drawn to the opportunity by the attractive proposal to help set up the charity offering UK-wide for Brewin as well as attracted by the opportunity to focus my efforts in Scotland, with the underlying priority of getting it right for each client.

What is your advice to people considering a career at Brewin Dolphin?

Everybody always says it, but Brewin is a very nice place to work. The people are great, the Board and management committee supportive and there is no limit to anyone developing their full potential. The company has undergone a massive transformation over the course of the last few years, moving from a private client stockbroker to a leading, fully-integrated wealth manager. People don’t tend to leave Brewin and the opportunities to develop personally and professionally are there for anyone who wants to take them. 

How has your career developed with Brewin Dolphin?

I joined as Head of Charity and Institutional Clients, Scotland so came in at director level. This was unusual at that time as most directors had developed through the business.  I was one of 2 female directors in the Edinburgh office (out of 20) and one of the youngest directors in the office.  At that time, I worked 4 days per week as my two children were still very young and I was keen to have some flexibility at this stage in their lives. I have developed my role to work with our Glasgow and Aberdeen Offices in particular as well as within the wider UK charity team where I have led on many developments and initiatives. I was initially part of the Asset Allocation committee and was also involved in the setting up of the Brewin Dolphin Charitable Foundation. I was part of the Stewardship committee for several years and am currently a member of the Diversity and Inclusion Committee. I have also been involved in the UK-wide mentoring programme. In January 2018, I was appointed a joint deputy head of the Edinburgh office. This came as a surprise, but it is a role into which I am developing, and I am thoroughly enjoying the new challenges that his brings as well as the greater insight that I am gaining into the management and leadership of the company.

Outside of your career with Brewin Dolphin, could you tell us about an achievement you are proud of?

I am a busy working mum and outside of the office my two very energetic children and springer spaniel keep me busy. My true love in life is spending time in the mountains, be it climbing, on skis or running long distance trails. My latest achievement was completing the UTMB-CCC a 101km trail run starting in Italy and travelling  through high alpine passes into Switzerland then on to France. There was 6700m of climbing involved and it took 22 hours. Quite an extreme measure to get some time to myself!

What is your position at Brewin Dolphin?

Regional Director for Scotland and the North, with overall management responsibility for our offices in Aberdeen, Dundee, Edinburgh, Glasgow, Leeds, Newcastle and Penrith.

Aiding the Executive Board of Brewin Dolphin in delivering Company strategy and projects across my region. I help each individual office achieve their main strategic objectives by supporting the Heads Of Office and locations with making key decisions that align to overall business goals . I also head up an Investment team in the Edinburgh office, managing a portfolio of Private Clients with Investment advice.

What has been your career path to date and what drew you to Brewin Dolphin?

I joined Brewin Dolphin straight from university as a Trainee Investment Manager in 1993. Learning on the job, I continued to study for my exams alongside supporting an Investment team in Edinburgh. Recognised for my achievements, I was promoted to run my own team. In 2009, I was asked to become the Head of the Edinburgh office where I restructured the office, through improved recruitment methodology. This led to more investment in Financial Planners and our Charities team which in turn increased office profitability. In 2013, I was asked to become a Regional Director which is the role I currently hold.

What is your advice to people considering a career at Brewin Dolphin?

I have enjoyed it very much so far! The work is varied, no one client the same and I have been lucky enough to work with some highly skilled people over the years. It is a incredibly collegiate and mature environment that allows individuals to contribute ideas to the wider business, and allows people to achieve their long term career goals.

Outside of your career with Brewin Dolphin, could you tell us about an achievement you are proud of?

Completing my MBA. It was linked to work but the majority of it was completed in personal time. I would also say as an enthusiastic amateur golfer, breaking 80 gross on St Andrews Old Course!

What is your role at Brewin Dolphin?

I am an Assistant Director working in the Investment Management Team in the Reigate office. I work with external Financial Advisers across the South East region who wish to delegate the responsibility of their clients’ investments to a professional Investment Manager. On a day-to-day basis I look after the management of clients’ portfolios, deal with client queries and regularly meet with Advisers and clients.

What has been your career path to date and what drew you to Brewin Dolphin?

I joined Brewin Dolphin in 2010 as a Trainee Investment Manager after graduating from University. What drew me to Brewin Dolphin was its reputation as one of the UK’s leading Wealth Manager businesses and its clear personalised client focused propositions. Also, the variety of the job role which was made apparent during the interview process was appealing.

When I started I initially supported a team of two investment managers. I learnt on the job while balancing studying for my IAD (Investment Advice Diploma) and went on to complete the Level 7 Chartered Wealth Manager Qualification. I gradually began shadowing in client meetings and was given more and more responsibility as I progressed in my professional qualifications and developed my soft skills. In 2017 I become Assistant Director and I now work closely with Investment Managers, Portfolio Managers and Business Development Managers to service Financial Advisers and their clients across the South East.

I have thoroughly enjoyed my time at Brewin Dolphin. Each day is very different from the last and you do have a lot of freedom in your role. Many of my colleagues are now good friends and while we work hard as a team, it is a supportive and fun office environment.

What is your advice to people considering a career at Brewin Dolphin?

Brewin Dolphin is a great place to be if you want to grow and develop your skills and career whilst also building relationships with clients and colleagues. You also need to be the type of individual that embraces change as the Wealth Management sector continuously sees changes, such as regulation, technology and clients.

How has your career developed with Brewin Dolphin?

There is comprehensive training and coaching available for all employees, you are supported in seeking professional qualifications and encouraged to join the mentoring scheme. Regular feedback and use of development plans with your line manager means that employees are empowered to lead their own self-development.

Currently I am studying for additional professional qualifications which my line manager has encouraged, and I am considering applying for the two-year Cranfield Executive MBA programme which Brewin Dolphin offer.

Outside of your career with Brewin Dolphin, could you tell us about an achievement you are proud of?

Recently I was lucky enough to spend and survive six incredible action-packed weeks in Colombia.  Highlights included; five days trekking through the rainforest to the Lost City, road cycling in the Andes Mountains, swimming with sharks and rays in the Archipelago of San Andres, experiencing Feria de las Flores in Medellin and volunteering for a soup kitchen in one of Cali’s poorest Barrios. 

Position: Head of Charities

What is your position at Brewin Dolphin?

As Head of Charities, I am responsible for the development, strategy and delivery of the specialist service the Brewin Dolphin Charity Team offer to UK charitable investors

We manage investment portfolios for a wide range of charities that require professional investment services for their endowment or reserve funds. We are looking after charity clients, managing their investments (many of which are ethically screened), advising them on their investment policy and playing a part in their overall financial plan for the charity

What has been your career path to date and what drew you to Brewin Dolphin?

I began my career at a disability charity, setting up support groups, running an employment scheme and a range of services. My desire to work with many charities and develop financial services led me to the Charities Aid Foundation, where I worked on banking and investment services, the international development of services for NGOs in other regions and management of the grantmaking operation of the organisation. Investing for charities fascinated me so I was drawn to the City to develop and market the charity offering at large institutional firm. I was attracted to Brewin when I saw how relevant its business model is, where investment managers work directly with staff and trustees of charities, managing their investments under a regulated contract and tailoring the investment portfolio, ethical screening and guidance to each one.

What is your advice to people considering a career at Brewin Dolphin?

Look beyond the job description as there are many opportunities to be involved in allied activities and develop within any role. It is very much a people business, so relationships with colleagues and clients give great job satisfaction. It is also important to feel equal to others as in any company everyone’s contribution is valuable.

How has your career developed with Brewin Dolphin?

As is often the way for people, you come to do one job and new topics the business and client needs alter over time. So too do investment markets, so how we relate to our clients and what we offer them needs to adapt. It is often only whey you look back you feel you have learned new things and developed to approach an issue or project in a new way.

Outside of your career with Brewin Dolphin, could you tell us about an achievement you are proud of?

Surviving under canvas in the Massai Mara

What is your role at Brewin Dolphin?

I am currently Head of Edinburgh Business Support with responsibility for the Group’s Settlements, Cash Processing and Reconciliations functions.  In addition, I am accountable for all aspects of people management, process controls, change initiatives and budget management.

What has been your career path to date and what drew you to Brewin Dolphin?

I have recently celebrated 25 years with Brewin Dolphin having joined under Bell Lawrie White on 6 September 1993 as a school leaver.  My first role was in the Mail Room progressing through a variety of operational administrative and managerial positions.  I was appointed to the Business Support Senior team in 2007 and was became Head of Edinburgh Business Support in 2016.   

What is your advice to people considering a career at Brewin Dolphin? 

I think my 25-years’ service demonstrates Brewin Dolphin is a great place to grow and develop.  I would advise anyone looking to progress to work hard and make the most of the development opportunities that are available.  

How has your career developed with Brewin Dolphin? 

I am fortunate to have worked alongside many talented colleagues which has helped me to learn and shape my leadership style.  I enjoy the autonomy of my role which has allowed me to influence a variety of significant change initiatives delivering an improved level of service to our clients.

Outside of your career with Brewin Dolphin, could you tell us about an achievement you are proud of?

It was very pleasing to receive industry recognition in 2017 when I was presented with the COLWMA Mudlark Award for exceptional performance within the back office after being highly commended in 2006.

Vacancies

View our current vacancies.