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- Tasks: Support the team with daily admin tasks and client communications.
- Company: Join RBC Brewin Dolphin, a leading financial services firm in the UK.
- Benefits: Enjoy flexible working options and opportunities for personal development.
- Other info: Work in Leeds with a supportive culture focused on growth and collaboration.
- Why this job: Be part of a dynamic team making a real impact in clients' lives.
- Qualifications: Previous admin experience and good attention to detail are essential.
The predicted salary is between 28800 - 43200 £ per year.
What is the opportunity?
We have an exciting opportunity for a Wealth Administrator to join our high performing Wealth Management team in our Leeds office.
Job Description
In this pivotal role, you’ll be the backbone of our day to day client account operations, ensuring seamless administration and exceptional service delivery.
As part of the collaborative team of driven professionals, you’ll contribute to outstanding outcomes while embracing continuous learning and innovation.
Work location: office with flexibility up to 1 day per week remotely.
What will you do?
- Communicate with Wealth Managers and their Associates, 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
- Interest in administration within Wealth Management.
- Excellent attention to detail.
- Ability to work on own initiative to achieve required results.
Nice-to-have
- Intermediate knowledge of Office 365 Suite and Outlook.
- Willingness to work to obtain qualifications relevant to the role.
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.
EEO Statement
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 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.
Job Skills
Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork
Job Details
Address: 10 WELLINGTON PLACE:LEEDS
City: Leeds
Country: United Kingdom
Work hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-04-08
Application Deadline: 2026-04-22
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Wealth Administrator employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator
✨Tip Number 1
Familiarise yourself with the key responsibilities of a Wealth Administrator, such as client communication and documentation processing. This will help you articulate your understanding of the role during any discussions or interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in wealth management. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Brush up on your knowledge of trust laws and regulations, as this is crucial for the role. Being able to discuss these topics confidently can set you apart from other candidates.
✨Tip Number 4
Demonstrate your attention to detail by preparing questions about the role and the company during your interactions. This shows your genuine interest and helps you stand out as a candidate who is proactive.
We think you need these skills to ace Wealth Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience, particularly in financial services if you have it. Emphasise your attention to detail and ability to meet deadlines, as these are crucial for the Wealth Administrator role.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention specific tasks from the job description that you are excited about and how your skills align with them.
Highlight Relevant Skills: Clearly outline your proficiency in Microsoft packages and any other relevant software. If you have experience with client documentation or asset transfers, make sure to include that as well.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for the role.
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Administration Basics
Make sure you brush up on your administrative skills, especially those relevant to financial services. Be prepared to discuss your previous experience and how it relates to the tasks you'll be handling as a Wealth Administrator.
✨Familiarise Yourself with Trust Laws
Since the role involves ensuring client needs align with trust laws and regulations, it's crucial to have a basic understanding of these laws. Research common regulations in the financial sector to demonstrate your knowledge during the interview.
✨Highlight Your Attention to Detail
Attention to detail is key in this role. Prepare examples from your past work where your meticulousness made a difference, whether in record keeping or processing documentation. This will show that you can handle the responsibilities effectively.
✨Prepare Questions for Your Interviewers
Show your interest in the role by preparing thoughtful questions about the team dynamics, company culture, and expectations. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.