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- Tasks: Assist with daily administration tasks for the Wealth team in Cardiff.
- Company: Join RBC Brewin Dolphin, a leading financial services provider dedicated to client success.
- Benefits: Enjoy a supportive environment, coaching opportunities, and a chance to make a real impact.
- Why this job: Be part of a dynamic team that values growth, collaboration, and community impact.
- Qualifications: Previous admin experience is essential; training will be provided.
- Other info: Full-time role with a focus on professional development and inclusivity.
The predicted salary is between 28800 - 43200 ÂŁ per year.
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What is the opportunity?
We have an exciting opportunity for a Wealth Administrator to join the team in Cardiff. The Wealth Admin will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities.
Job Description
What is the opportunity?
We have an exciting opportunity for a Wealth Administrator to join the team in Cardiff. The Wealth Admin will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities.
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 is essential – additional training will be provided.
- Intermediate knowledge of Microsoft packages.
- Willing to work to obtain qualifications relevant to the role.
- Good attention to detail and double-checks the accuracy of information and work provided.
- The ability to meet deadlines and work within restricted timescales.
Nice-to-have
- 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.
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.
#RBCBD
Job Skills
Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management
Additional Job Details
Address:
2 CENTRAL SQUARE:CARDIFF
City:
Cardiff
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-08-21
Application Deadline:
2025-09-04
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
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Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
-
Industries
Banking and Financial Services
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RBC Brewin Dolphin - Wealth Administrator employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RBC Brewin Dolphin - Wealth Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially wealth management. Understanding the key concepts and terminology will help you communicate effectively with Financial Advisers and clients during the interview.
✨Tip Number 2
Brush up on your Microsoft Office skills, particularly Excel and Word, as these are essential for the administrative tasks you'll be handling. Consider taking a quick online course or tutorial to enhance your proficiency.
✨Tip Number 3
Prepare to discuss your previous administration experience in detail. Think of specific examples where you demonstrated attention to detail and time management, as these are crucial for the Wealth Administrator role.
✨Tip Number 4
Network with professionals in the financial services sector. Attend local events or join online forums to connect with others in the field, which could provide valuable insights and potentially lead to referrals.
We think you need these skills to ace RBC Brewin Dolphin - Wealth Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure to customise your CV to highlight relevant administration experience, particularly in financial services if applicable. Emphasise your attention to detail and ability to meet deadlines, as these are key requirements for the role.
Craft a Strong Cover Letter: Write a compelling cover letter that outlines your motivation for applying to RBC Brewin Dolphin. Mention specific skills that align with the job description, such as communication and organisational skills, and how you can contribute to the team.
Highlight Relevant Skills: In your application, clearly showcase your intermediate knowledge of Microsoft packages and any previous administration experience. Use examples to demonstrate how you've successfully managed tasks similar to those listed in the job description.
Proofread Your Application: Before submitting, thoroughly proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Wealth Administrator role.
How to prepare for a job interview at RBC Brewin Dolphin
✨Showcase Your Administration Skills
Since previous administration experience is essential for this role, be prepared to discuss your past experiences in detail. Highlight specific tasks you've handled, especially those related to financial services, and how they relate to the responsibilities of a Wealth Administrator.
✨Demonstrate Attention to Detail
This role requires a keen eye for detail, so during the interview, provide examples of how you've ensured accuracy in your work. You might mention instances where you double-checked information or implemented processes to minimise errors.
✨Familiarise Yourself with Microsoft Packages
Intermediate knowledge of Microsoft packages is a must-have. Brush up on your skills in Excel, Word, and any other relevant software before the interview. Be ready to discuss how you've used these tools in your previous roles to enhance efficiency.
✨Prepare Questions About Team Dynamics
Since the role involves liaising with Financial Advisers and colleagues, prepare thoughtful questions about team collaboration and communication. This shows your interest in fitting into their team culture and understanding how you can contribute effectively.