Hybrid Wealth Administrator

Hybrid Wealth Administrator

Full-Time No working from home possible
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RBC Brewin Dolphin is seeking a Wealth Administrator to join the Wealth Management team in Bristol or Cheltenham. The role involves day-to-day administration of client accounts, supporting colleagues and clients, with a mix of office-based work and up to one day remote per week.

The successful candidate will handle documentation, transfers, ISA activity, payments, and detailed record-keeping, while adhering to conduct risk standards and integrating with the broader team.

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Hybrid Wealth Administrator employer: RBC Brewin Dolphin

RBC Brewin Dolphin is an exceptional employer, offering a dynamic work culture that prioritises collaboration and professional growth. Located in the picturesque South West of England, employees benefit from tailored training programmes and the opportunity to build meaningful relationships with high-net-worth clients, all while enjoying a supportive environment that values innovation and excellence.

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Contact Details:

RBC Brewin Dolphin Recruitment Team