What is the Opportunity
Join our growing Glasgow wealth team as a Senior Wealth Administrator, where you'll take a strategic oversight role in managing complex client portfolios while developing the next generation of talent. This is your opportunity to move beyond routine administration into higher-value work-managing sophisticated financial planning cases, driving process improvements, and building leadership experience.
This permanent, full-time role offers the perfect balance: hands-on involvement in complex wealth management combined with mentoring responsibilities that will accelerate your career progression.
You'll work 4 days in our Glasgow office with flexibility for 1-day remote working.
What Will You Do?
Drive Excellence in Complex Wealth Administration
- Manage sophisticated client documentation and amendments, including high-net-worth portfolios and multi-jurisdictional wealth structures
- Process product subscriptions, allowances, and complex client arrangements with precision
- Maintain accurate client records and ensure compliance across all systems and reviews
Build and Lead Your Team
- Mentor and develop Wealth Administrators, providing coaching that enhances capability across the team and wider office
- Champion best practice standards and drive process improvements
- Demonstrate leadership through volunteering to lead office projects and initiatives
Collaborate Across the Business
- Build strong relationships with colleagues, clients, and external providers
- Communicate clearly and professionally across all stakeholder groups
- Contribute strategically to office operations and team culture
What Do You Need to Succeed?
Must-Have
- Proven administration experience within Financial Planning
- Intermediate proficiency with MS Teams, Word, Excel, and Outlook
- Strong attention to detail with ability to manage complex, multi-layered tasks
- Clear, concise communication skills-both written and verbal
- Proven ability to meet tight deadlines while maintaining quality
- Solid knowledge of Financial Planning products and their applications
Nice-to-have
- Experience managing high-complexity client cases
- Demonstrated mentoring or leadership experience
- Proactive approach to process improvement
- Professional qualification (CII/CISI) or commitment to pursuing one
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.
Job Skills
- Customer Service Management
- Interpersonal Relationship Management
- Office Tools
- Product Knowledge
- Product Services
- Sales
- Sales Activities
- Sales Support
- Sales Systems
- Teamwork
Additional Job Details
- Address: 8TH FLOOR, CADWORKS 41, WEST CAMPBELL STREET:GLASGOW City:
- Glasgow Country:
- United Kingdom
- Work hours/week: 35
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-10-21 Application Deadline: 2026-11-05 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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Senior Wealth Administrator (RBC Brewin Dolphin) in Glasgow employer: RBC
RBC is an exceptional employer, offering a dynamic work culture that prioritises collaboration and professional growth. With a focus on employee development, the Fund Accountant role provides opportunities to deepen your expertise in fund products while working in the vibrant city of London, known for its financial hub and diverse community. Enjoy a balanced 35-hour work week and the chance to be part of a leading firm that values integrity and excellence.
