At a Glance
- Tasks: Support financial advisers and clients with essential administration tasks.
- Company: Join RBC, a leading bank committed to diversity and inclusion.
- Benefits: Coaching, development opportunities, and a dynamic team environment.
- Other info: Work in a collaborative, high-performing team with great career prospects.
- Why this job: Make a real impact in the financial services sector while growing your skills.
- Qualifications: Previous admin experience and attention to detail are key.
The predicted salary is between 36000 - 60000 £ per year.
What is the opportunity?
We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our London office on a permanent basis.
Job Description
The successful candidate will play an integral role in the day-to-day ongoing administration of client’s accounts. You’ll be pivotal in supporting the delivery of tailored financial planning solutions to clients. This is a fast paced client-centric position where you’ll collaborate with Wealth Managers and Associates to ensure seamless executions of financial strategies while maintaining exceptional administrative precision.
You’ll contribute directly to client financial wellbeing by ensuring accurate and efficient processing of Wealth Management activities.
RBC's expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely.
What will you do?
- Communicate with Wealth Managers and the Associates, providing support with administration duties.
- Supporting financial planning execution – assisting in implementing financial planning, including asset transfers, ISA subscriptions and portfolio adjustments.
- Preparation and processing of all new client documentation and amendments.
- 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
- Experience in administration within the discretionary wealth management sector
- Intermediate knowledge of Office 365 Suite and Outlook essential
- Excellent attention to detail
- Proactive individual
Nice-to-have
- Awareness of MiFID II legislative framework
What is in it for you?
- 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.
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: 16 ST HELEN'S PLACE: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: 2026-06-15
Application Deadline: 2026-08-07
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
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 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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Wealth Administrator employer: RBC Brewin Dolphin
RBC Brewin Dolphin is an exceptional employer, offering a dynamic and collaborative work environment where innovation thrives. As a Director in the Intermediaries department, you will benefit from a comprehensive Total Rewards Programme, including competitive compensation and flexible benefits, while having the opportunity to lead transformational initiatives that make a lasting impact. With a strong focus on employee development and a world-class training programme, you will be supported in your career growth within a high-performing team dedicated to delivering trusted advice and making a difference in the community.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work as Wealth Administrators. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by practising common questions related to administration tasks. Think about how your previous experience aligns with the role and be ready to share specific examples that showcase your attention to detail.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you stand out, and applying directly gives you a better chance of being noticed by hiring managers. Let’s get you that Wealth Administrator role!
We think you need these skills to ace Wealth Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Administrator role. Highlight your previous administration experience and any relevant skills, especially your knowledge of Microsoft packages. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. Don’t forget to mention your attention to detail and ability to meet deadlines – we love that!
Showcase Your Communication Skills:As a Wealth Administrator, you'll be communicating with Financial Advisers and clients. In your application, give examples of how you've successfully communicated in past roles. We’re looking for clear, concise, and professional communication!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s super easy and ensures your application gets to the right place. Plus, you’ll get to explore more about us and what we stand for!
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Stuff
Make sure you brush up on your administration experience, especially in financial services if you have it. Be ready to discuss specific tasks you've handled and how they relate to the role of a Wealth Administrator.
✨Master Microsoft Packages
Since intermediate knowledge of Microsoft packages is a must-have, practice using Excel, Word, and any other relevant software. Prepare to demonstrate your skills or share examples of how you've used these tools in previous roles.
✨Attention to Detail is Key
Showcase your attention to detail by preparing for the interview with a checklist of your achievements. Bring examples of how you've double-checked your work and ensured accuracy in past roles, as this will resonate well with the interviewers.
✨Be Ready to Discuss Deadlines
Think of instances where you've successfully met tight deadlines. Be prepared to explain how you prioritised tasks and managed your time effectively, as this is crucial for the Wealth Administrator position.
