At a Glance
- Tasks: Oversee daily admin tasks and support Wealth Managers in a dynamic team.
- Company: Join a progressive wealth management firm in Bath with a collaborative culture.
- Benefits: Flexible work environment, coaching opportunities, and a chance to make a real impact.
- Other info: Perfect for those studying towards a Level 3 qualification.
- Why this job: Be part of a high-performing team and develop your skills in wealth management.
- Qualifications: Previous admin experience in Wealth Management and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
We have an exciting opportunity for a Senior Wealth Administrator to join the team in Bath on a permanent basis. The role will assist with and oversee the day‑to‑day administration for the team and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team. This is a permanent, full‑time role with 4 days in the office – perfect for someone who thrives in a flexible, relationship‑driven environment.
What will you do?
- Communicate with Wealth Managers and clients.
- Prepare and process all new client documentation and amendments.
- Monitor transfers of assets/cash from other institutions.
- Support with ISA subscriptions and transfers.
- Liaise with colleagues within Business Support regarding administration of client accounts.
- Ensure client details and reviews are recorded correctly on systems.
- General record keeping and electronic filing.
- Supports business development activities.
- Assist with the running of projects for the office where appropriate, and to show leadership by volunteering to be champions/ambassadors.
What do you need to succeed?
Must-have:
- Previous administration experience within Wealth Management.
- Intermediate knowledge of MS Word/Excel/Outlook.
- Strong attention to detail.
- Clear and concise communication skills – oral and written.
- Ability to meet deadlines/work within restricted timescales.
Nice-to-have:
- Studying towards a relevant Level 3 qualification.
What is in it for you?
- 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.
Location: Queen Square Place, Bath, United Kingdom
Employment Details: Work hours/week: 35, Employment Type: Full time, Job Type: Regular, Pay Type: Salaried
Senior Wealth Administrator in Bath employer: RBC Brewin Dolphin
Join a dynamic and progressive team in Bath as a Senior Wealth Administrator, where your contributions will be valued and supported by leaders dedicated to your professional growth. Enjoy a flexible work environment that fosters collaboration and allows you to make a meaningful impact while working alongside some of the best in the industry. With opportunities for development and a focus on relationship-building, this role offers a rewarding career path in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Wealth Administrator in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you show genuine interest and make a lasting impression during your chat.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with Wealth Managers and clients, being clear and concise is key. Try mock interviews with friends or family to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Wealth Administrator in Bath
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Wealth Administrator role. Highlight your previous administration experience in Wealth Management and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your strong attention to detail and clear communication skills, and don’t forget to show your enthusiasm for working with us at StudySmarter.
Showcase Relevant Skills:When filling out your application, make sure to showcase your intermediate knowledge of MS Word, Excel, and Outlook. These are key tools we use daily, so let us know how comfortable you are with them!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen on joining our dynamic team!
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Wealth Management Basics
Brush up on your knowledge of wealth management principles and practices. Be ready to discuss your previous administration experience and how it relates to the role. This shows you’re not just familiar with the jargon but can apply it in real-world scenarios.
✨Showcase Your Attention to Detail
Prepare examples that highlight your strong attention to detail. Whether it's a project you managed or a task you completed, be specific about how your meticulous nature contributed to success. This is crucial for a role that involves client documentation and record keeping.
✨Communicate Clearly and Confidently
Practice articulating your thoughts clearly, both verbally and in writing. Since the role involves liaising with Wealth Managers and clients, demonstrating your communication skills during the interview will set you apart. Consider preparing a few questions to ask them as well!
✨Demonstrate Your Team Spirit
Be ready to discuss how you’ve collaborated with colleagues in the past. Highlight any leadership roles you've taken on, even if they were informal. This will show that you thrive in a relationship-driven environment and are eager to contribute to the team’s success.
