Finance Analyst, Wealth Management Finance | London, UK
Finance Analyst, Wealth Management Finance | London, UK

Finance Analyst, Wealth Management Finance | London, UK

London Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist in processing monthly income numbers and reporting for senior management.
  • Company: Join RBC, a leading global bank committed to client success and community impact.
  • Benefits: Enjoy flexible work options, competitive pay, bonuses, and world-class training.
  • Why this job: Be part of a dynamic team that values growth, collaboration, and making a difference.
  • Qualifications: Strong A-levels or equivalent; pursuing ACCA/CIMA; advanced Excel skills required.
  • Other info: Full-time role based in London with opportunities for professional development.

The predicted salary is between 28800 - 43200 £ per year.

Finance Analyst, Wealth Management Finance

Finance Analyst, Wealth Management Finance

Royal Bank of Canada London, United Kingdom

Finance Analyst, Wealth Management Finance

Royal Bank of Canada London, United Kingdom

Finance Analyst, Wealth Management Finance

Job Summary
Job Description
What is the opportunity?
This position is full time and will be mainly based out of our 12 Smithfield Street, London office.
RBC\’s expectation is that from mid-September 2025, 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?

  • Understand and assist in processing the groups monthly income numbers.
  • Understand month to month movements and providing the relevant accruals and provisions.
  • To analyse, understand and assist in reporting of the Funds under management and provide regular reporting for senior management.
  • Understand and interpret the monthly trading activity of RBCEL and report against plan.
  • Complete and review monthly balance sheet reconciliations and navigate across both RBC & RBC Brewin Dolphin systems for attestation.
  • Assist with month and quarterly returns for RBC Head Office.
  • Assist in the annual budget.
  • Aiding with the half and full year audits.

What do you need to succeed?
Must-have

  • Good academic background with strong A-levels or similar/equivalent.
  • Looking to begin or continue with ACCA/CIMA.
  • Excel – Advanced general user, pivot tables and IF statements.
  • Working in a high-paced deadline driven environment.
  • A keen eye for detail and an inquisitive mind.
  • A drive to learn quickly and develop in the role.

Nice-to-have

  • Finance systems – TM1, Pegasus Opera GL, generic General Ledgers and reporting systems experience.
  • Experience inPower BI.
  • Knowledge of Financial Services.
  • Degree or equivalent/similar nice to have.

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.
Job Skills
Accounting, Auditing, Detail-Oriented, Financial Accounting Systems, Financial Recordkeeping, Financial Reporting and Analysis, General Ledger Administration, Generally Accepted Accounting Principles (GAAP)
Additional Job Details
Address:
12 SMITHFIELD STREET:LONDON
City:
London
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-07-09
Application Deadline:
2025-07-23
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion and Equal Opportunity Employment
At 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.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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Finance Analyst, Wealth Management Finance | London, UK employer: Royal Bank of Canada>

At RBC, we pride ourselves on being an exceptional employer, offering a dynamic and collaborative work environment in the heart of London. Our commitment to employee development is reflected in our world-class training programmes and supportive leadership, ensuring that you have the tools to thrive in your career. With a comprehensive Total Rewards Program and a focus on inclusivity, we empower our employees to make a meaningful impact in their roles while enjoying a healthy work-life balance.
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Contact Detail:

Royal Bank of Canada> Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Finance Analyst, Wealth Management Finance | London, UK

✨Tip Number 1

Familiarise yourself with the financial systems mentioned in the job description, such as TM1 and Pegasus Opera GL. Having a solid understanding of these tools will give you an edge during interviews and show your commitment to the role.

✨Tip Number 2

Brush up on your Excel skills, particularly with pivot tables and IF statements. Being able to demonstrate your proficiency in these areas can significantly enhance your candidacy, especially since the role requires advanced Excel usage.

✨Tip Number 3

Network with current or former employees at RBC to gain insights into the company culture and expectations for the Finance Analyst role. This can provide you with valuable information that may help you tailor your approach during the interview process.

✨Tip Number 4

Stay updated on trends in wealth management and financial services. Being knowledgeable about the industry will not only prepare you for potential interview questions but also demonstrate your genuine interest in the field.

We think you need these skills to ace Finance Analyst, Wealth Management Finance | London, UK

Advanced Excel Skills
Financial Reporting and Analysis
Attention to Detail
Accounting Principles (GAAP)
Financial Recordkeeping
General Ledger Administration
Experience with Financial Systems (TM1, Pegasus Opera GL)
Data Analysis
Ability to Work Under Pressure
Strong Analytical Skills
Communication Skills
Problem-Solving Skills
Knowledge of Financial Services
Adaptability
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Finance Analyst role. Emphasise your academic background, any finance qualifications like ACCA or CIMA, and your proficiency in Excel, especially with pivot tables and IF statements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific aspects of the job description that excite you, such as the opportunity to analyse funds under management or assist with audits, and explain how your skills make you a great fit.

Highlight Relevant Experience: In your application, focus on any previous roles or projects where you demonstrated your analytical skills, attention to detail, and ability to work in a fast-paced environment. Use concrete examples to illustrate your contributions and achievements.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Finance Analyst role.

How to prepare for a job interview at Royal Bank of Canada>

✨Showcase Your Analytical Skills

As a Finance Analyst, you'll need to demonstrate your ability to analyse financial data. Be prepared to discuss specific examples of how you've used analytical skills in previous roles or projects, especially in relation to financial reporting and analysis.

✨Familiarise Yourself with Financial Systems

Knowledge of finance systems like TM1 or Power BI can set you apart. If you have experience with these tools, be ready to talk about how you've used them to improve processes or reporting in past positions.

✨Prepare for Technical Questions

Expect questions that test your understanding of financial principles and accounting standards. Brush up on key concepts such as GAAP, balance sheet reconciliations, and accruals to confidently answer any technical queries.

✨Demonstrate Your Attention to Detail

In finance, accuracy is crucial. Prepare to discuss how you ensure precision in your work, perhaps by sharing examples of how you've caught errors or improved reporting accuracy in previous roles.

Finance Analyst, Wealth Management Finance | London, UK
Royal Bank of Canada>
R
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