Wealth Admin - Client Accounts & Transfers (Hybrid)

Wealth Admin - Client Accounts & Transfers (Hybrid)

Temporary 30000 - 40000 £ / year (est.) Home office (partial)
RBC Brewin Dolphin

At a Glance

  • Tasks: Provide essential admin support to Wealth Managers and manage client accounts efficiently.
  • Company: Join RBC Brewin Dolphin, a leader in wealth management with a collaborative culture.
  • Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
  • Other info: Be part of a dynamic team focused on achieving great results.
  • Why this job: Make a real difference in clients' financial journeys while developing your skills.
  • Qualifications: Experience in wealth management admin and proficiency in Office 365 required.

The predicted salary is between 30000 - 40000 £ per year.

RBC Brewin Dolphin is seeking a Wealth Administrator to join its Wealth Management team in Edinburgh for an 18-month fixed-term contract. You will provide essential administrative support to Wealth Managers and ensure efficient client account management.

The ideal candidate should have experience in wealth management administration, a solid grasp of Office 365, and excellent attention to detail. Join a collaborative team focused on achieving great results while helping clients thrive.

Wealth Admin - Client Accounts & Transfers (Hybrid) employer: RBC Brewin Dolphin

RBC Brewin Dolphin is an excellent employer, offering a dynamic work culture in the heart of Edinburgh where collaboration and client success are at the forefront. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while enjoying a supportive environment that values attention to detail and teamwork.

RBC Brewin Dolphin

Contact Details:

RBC Brewin Dolphin Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Wealth Admin - Client Accounts & Transfers (Hybrid)

Join Financial Networking Events

Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.

Utilise Temp Agencies Specialised in Finance

Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like RBC Brewin Dolphin.

Connect with Alumni from Your Uni

Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.

Stay Active on Job Boards and Company Websites

Keep your eyes peeled on job boards specifically for finance roles. Companies like RBC Brewin Dolphin might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!

We think you need these skills to ace Wealth Admin - Client Accounts & Transfers (Hybrid)

Wealth Management Administration
Office 365
Attention to Detail
Client Account Management
Administrative Support
Collaboration Skills
Results-Oriented

Some tips for your application 🫡

Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!

Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at RBC Brewin Dolphin will be keen to see in your application.

Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at RBC Brewin Dolphin. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!

Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give RBC Brewin Dolphin confidence in your short-term commitment to the role.

How to prepare for a job interview at RBC Brewin Dolphin

Brush Up on Financial Regulations

Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with RBC Brewin Dolphin.

Showcase Your Analytical Skills

Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.

Highlight Flexibility and Adaptability

For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure RBC Brewin Dolphin that you’re a reliable team player.

Demonstrate a Willingness to Learn

In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.