Finance Analyst, Wealth Management Finance
Finance Analyst, Wealth Management Finance

Finance Analyst, Wealth Management Finance

London Full-Time 28800 - 42000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Analyse financial data, assist in reporting, and support budget processes.
  • Company: Join RBC, a leading global bank committed to client success and community impact.
  • Benefits: Enjoy competitive salary, flexible benefits, and world-class training opportunities.
  • Why this job: Be part of a dynamic team that values growth, collaboration, and making a difference.
  • Qualifications: Strong A-levels or equivalent; pursuing ACCA/CIMA; advanced Excel skills required.
  • Other info: Work in a vibrant London office with the option for remote work one day a week.

The predicted salary is between 28800 - 42000 £ per year.

Finance Analyst, Wealth Management Finance

Job Summary
Job Description
What is the opportunity?
This position is full time and will be mainly based out of our 12 Smithfield Street, London office.
RBC\’s expectation is that from mid-September 2025, all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.
What will you do?

  • Understand and assist in processing the groups monthly income numbers.
  • Understand month to month movements and providing the relevant accruals and provisions.
  • To analyse, understand and assist in reporting of the Funds under management and provide regular reporting for senior management.
  • Understand and interpret the monthly trading activity of RBCEL and report against plan.
  • Complete and review monthly balance sheet reconciliations and navigate across both RBC & RBC Brewin Dolphin systems for attestation.
  • Assist with month and quarterly returns for RBC Head Office.
  • Assist in the annual budget.
  • Aiding with the half and full year audits.

What do you need to succeed?
Must-have

  • Good academic background with strong A-levels or similar/equivalent.
  • Looking to begin or continue with ACCA/CIMA.
  • Excel – Advanced general user, pivot tables and IF statements.
  • Working in a high-paced deadline driven environment.
  • A keen eye for detail and an inquisitive mind.
  • A drive to learn quickly and develop in the role.

Nice-to-have

  • Finance systems – TM1, Pegasus Opera GL, generic General Ledgers and reporting systems experience.
  • Experience inPower BI.
  • Knowledge of Financial Services.
  • Degree or equivalent/similar nice to have.

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.

  • A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
  • 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
  • A world-class training program in financial services.

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 additional details.
Job Skills
Accounting, Auditing, Detail-Oriented, Financial Accounting Systems, Financial Recordkeeping, Financial Reporting and Analysis, General Ledger Administration, Generally Accepted Accounting Principles (GAAP)
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:
2025-07-09
Application Deadline:
2025-07-23
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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

  • Highly competitive salary and flexible benefits
  • Highly competitive salary and flexible benefits

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Finance Analyst, Wealth Management Finance employer: Royal Bank of Canada

RBC is an exceptional employer, offering a dynamic and collaborative work environment at our London office, where employees are encouraged to thrive and grow. With a comprehensive Total Rewards Program, world-class training in financial services, and strong leadership support for professional development, we empower our Finance Analysts to make a meaningful impact while enjoying the flexibility of remote work options. Join us to be part of a progressive team that values diversity, innovation, and community engagement.
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Contact Detail:

Royal Bank of Canada Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Finance Analyst, Wealth Management Finance

✨Tip Number 1

Familiarise yourself with the financial systems mentioned in the job description, such as TM1 and Pegasus Opera GL. Having a solid understanding of these tools will give you an edge during interviews and show your commitment to the role.

✨Tip Number 2

Brush up on your Excel skills, especially advanced functions like pivot tables and IF statements. Being able to demonstrate your proficiency in Excel can significantly boost your chances of landing the job.

✨Tip Number 3

Network with current or former employees at RBC to gain insights into the company culture and expectations. This can help you tailor your approach and show that you're genuinely interested in being part of their team.

✨Tip Number 4

Stay updated on the latest trends in wealth management and financial services. Being knowledgeable about current events and industry changes can help you stand out during discussions and interviews.

We think you need these skills to ace Finance Analyst, Wealth Management Finance

Advanced Excel Skills
Financial Reporting and Analysis
Attention to Detail
Understanding of Financial Services
Knowledge of GAAP
Experience with Financial Accounting Systems
General Ledger Administration
Ability to Work Under Pressure
Strong Analytical Skills
Effective Communication Skills
Problem-Solving Skills
Familiarity with TM1 and Pegasus Opera GL
Experience with Power BI
Budgeting and Forecasting Skills
Adaptability and Willingness to Learn

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Finance Analyst role. Emphasise your academic background, any finance-related qualifications like ACCA or CIMA, and your proficiency in Excel.

Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are interested in the position and how your skills and experiences make you a suitable candidate. Mention your attention to detail and ability to work in a fast-paced environment.

Highlight Relevant Skills: In your application, specifically mention your experience with financial systems, reporting tools like Power BI, and any knowledge of financial services. This will help demonstrate your fit for the role.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Finance Analyst.

How to prepare for a job interview at Royal Bank of Canada

✨Showcase Your Analytical Skills

As a Finance Analyst, you'll need to demonstrate your ability to analyse financial data. Be prepared to discuss specific examples of how you've used analytical skills in previous roles or projects, especially in relation to financial reporting and analysis.

✨Familiarise Yourself with Financial Systems

Knowledge of finance systems like TM1 or Power BI can set you apart. If you have experience with these tools, be sure to mention it during the interview. If not, do some research to understand their functionalities and how they relate to the role.

✨Prepare for Technical Questions

Expect questions that test your understanding of accounting principles and financial reporting. Brush up on key concepts such as GAAP, balance sheet reconciliations, and accruals. Being able to explain these clearly will show your competence in the field.

✨Demonstrate Your Attention to Detail

The role requires a keen eye for detail. During the interview, provide examples of how you've ensured accuracy in your work, whether through double-checking figures or implementing processes to minimise errors. This will highlight your suitability for the position.

Finance Analyst, Wealth Management Finance
Royal Bank of Canada
R
  • Finance Analyst, Wealth Management Finance

    London
    Full-Time
    28800 - 42000 £ / year (est.)

    Application deadline: 2027-07-18

  • R

    Royal Bank of Canada

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