Senior Wealth Administrator

Senior Wealth Administrator

London Full-Time 52000 - 84000 £ / year (est.) No home office possible
R

At a Glance

  • Tasks: Support daily admin tasks and assist senior colleagues in a dynamic team environment.
  • Company: Join RBC, a leading bank committed to community growth and employee development.
  • Benefits: Enjoy flexible working options, coaching support, and opportunities to make a real impact.
  • Why this job: Be part of a progressive team that values collaboration and personal growth.
  • Qualifications: Previous admin experience and strong communication skills are essential; Level 3 qualification is a plus.
  • Other info: Work in London with a minimum of 4 days in the office and one day remote.

The predicted salary is between 52000 - 84000 £ per year.

What is the opportunity?
We have an exciting opportunity for a Senior Wealth Administrator to join our team in London on a permanent basis. You will assist with 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.

Job Summary
Job Description
What is the opportunity?
We have an exciting opportunity for a Senior Wealth Administrator to join our team in London on a permanent basis. You will assist with 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 position is full time and will require you to work a minimum of 4 days in the office per week with the option to work one day from home.
What will you do?

  • Communicate with Financial Advisers and clients.
  • Prepare and process new client documentation and amendments.
  • Monitor transfers of assets/cash from other institutions.
  • Support with ISA subscriptions and transfers.
  • Assist with the processing of payments clients.
  • Liaise with colleagues within Business Support regarding the administration of client accounts.
  • Ensure client details and reviews are recorded correctly on systems.
  • General record keeping and electronic filing.
  • Adhere to Conduct Risk standards

What do you need to succeed?
Must-have

  • Previous administration experience.
  • 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.
  • Developing knowledge of Wealth Management and the Financial Services sector.

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.
  • Flexible working options fully supported.

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 additio nal 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:
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:
2025-06-24
Application Deadline:
2025-07-11
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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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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Senior Wealth Administrator employer: RBC Brewin Dolphin

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 evident through tailored coaching and growth opportunities, ensuring that you can thrive both personally and professionally. With flexible working options and a strong focus on inclusivity, we empower our team members to make a meaningful impact while enjoying a supportive culture that values diverse perspectives.
R

Contact Detail:

RBC Brewin Dolphin Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Wealth Administrator

✨Tip Number 1

Familiarise yourself with the Wealth Management sector. Understanding the basics of financial services and wealth management will not only help you in interviews but also show your genuine interest in the role.

✨Tip Number 2

Network with professionals in the industry. Attend relevant events or join online forums to connect with current employees or others in similar roles. This can provide valuable insights and potentially lead to referrals.

✨Tip Number 3

Brush up on your communication skills. Since the role involves liaising with clients and financial advisers, practice clear and concise communication. Consider role-playing scenarios to enhance your confidence.

✨Tip Number 4

Demonstrate your attention to detail. Prepare examples from your past experiences where your meticulousness made a difference. This will resonate well with the hiring team, as it's a key requirement for the position.

We think you need these skills to ace Senior Wealth Administrator

Administration Experience
Intermediate MS Word Skills
Intermediate MS Excel Skills
Intermediate MS Outlook Skills
Attention to Detail
Clear Communication Skills (Oral and Written)
Time Management
Customer Service Management
Ability to Meet Deadlines
Knowledge of Wealth Management
Understanding of Financial Services Sector
Record Keeping
Electronic Filing
Conduct Risk Awareness

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant administration experience and skills that align with the job description. Emphasise your attention to detail and communication skills, as these are crucial for the Senior Wealth Administrator role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management sector and your enthusiasm for the position. Mention specific examples from your past experiences that demonstrate your ability to support senior colleagues and manage client documentation effectively.

Highlight Relevant Skills: In your application, clearly outline your intermediate knowledge of MS Word, Excel, and Outlook. Provide examples of how you've used these tools in previous roles to enhance your administrative capabilities.

Proofread Your Application: Before submitting, thoroughly proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are essential traits for this role.

How to prepare for a job interview at RBC Brewin Dolphin

✨Showcase Your Administration Skills

Make sure to highlight your previous administration experience during the interview. Be prepared to discuss specific tasks you've handled, such as managing client documentation or processing payments, as these are crucial for the Senior Wealth Administrator role.

✨Demonstrate Attention to Detail

Since this position requires a strong attention to detail, be ready to provide examples of how you've ensured accuracy in your work. You might mention instances where your meticulousness prevented errors or improved processes.

✨Communicate Clearly

Effective communication is key in this role. Practice articulating your thoughts clearly and concisely, both verbally and in writing. You could even prepare a few questions to ask the interviewer to demonstrate your communication skills.

✨Familiarise Yourself with Wealth Management

While not mandatory, having a developing knowledge of wealth management and the financial services sector can set you apart. Research current trends and challenges in the industry, and be ready to discuss how they relate to the role you're applying for.

Senior Wealth Administrator
RBC Brewin Dolphin
R
  • Senior Wealth Administrator

    London
    Full-Time
    52000 - 84000 £ / year (est.)

    Application deadline: 2027-07-15

  • R

    RBC Brewin Dolphin

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