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- Tasks: Support Financial Advisers and clients with essential administration tasks.
- Company: Join RBC, a leading bank committed to diversity and growth.
- Benefits: Flexible work options, professional development, and a supportive team environment.
- Why this job: Make a real impact in a dynamic financial services team.
- Qualifications: Previous admin experience and good attention to detail required.
- Other info: Opportunities for career growth and working with industry experts.
The predicted salary is between 28800 - 43200 £ per year.
Wealth Administrator opportunity to join the team in our Cardiff office. The Wealth Administrator will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities.
RBC’s expectation is that 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?
- Communicate with Financial Advisers and clients, providing support with administration duties.
- Preparation and processing of all new client documentation and amendments.
- Monitor transfers of assets/cash from other institutions.
- Support ISA subscriptions and transfers.
- Processing of payments clients.
- 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.
- Adhering to Conduct Risk standards.
What do you need to succeed?
- Must-have:
- Previous administration experience.
- Intermediate knowledge of Microsoft packages.
- Willing to work to obtain qualifications relevant to the role.
- Good attention to detail.
- The ability to meet deadlines and work within restricted timescales.
- Previous administration experience within financial services.
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.
- 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.
Inclusion 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.
Wealth Administrator in Cardiff employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator in Cardiff
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at RBC or similar firms. A friendly chat can lead to insider info about the role and even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of wealth administration. Familiarise yourself with common tasks like client documentation and asset transfers. We want you to shine when discussing how you can support the team!
✨Tip Number 3
Show off your attention to detail! During interviews, share examples of how you've successfully managed admin tasks in the past. This will demonstrate that you’re the perfect fit for the Wealth Administrator role.
✨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 Wealth Administrator in Cardiff
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Wealth Administrator role. Highlight your previous administration experience and any relevant skills that match the job description. We want to see how you fit into our team!
Show Off Your Attention to Detail: Since this role requires a keen eye for detail, make sure your application is free from typos and errors. We appreciate candidates who take the time to present their information clearly and accurately.
Be Clear About Your Experience: When detailing your past roles, be specific about your responsibilities and achievements. Use examples that demonstrate your ability to handle administration tasks effectively, especially in a financial services context if possible.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Stuff
Make sure you understand the role of a Wealth Administrator inside out. Familiarise yourself with the key responsibilities like client documentation and asset transfers. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Show Off Your Skills
Highlight your previous administration experience, especially if it's within financial services. Be ready to discuss how your skills with Microsoft packages can help streamline processes. Use specific examples from your past roles to demonstrate your attention to detail and ability to meet deadlines.
✨Practice Makes Perfect
Prepare for common interview questions related to communication and problem-solving. Think about scenarios where you've had to manage time effectively or resolve issues. Practising your responses will help you articulate your thoughts clearly during the interview.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the team dynamics or the company culture. This shows that you’re not just interested in the job, but also in how you can contribute to the team and grow within the company.
