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

Finance Analyst, Wealth Management Finance

London Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join us as a Finance Analyst to process monthly income and assist in financial reporting.
  • Company: RBC is a leading bank focused on helping clients thrive and communities prosper.
  • Benefits: Enjoy flexible work options, competitive pay, bonuses, and world-class training.
  • Why this job: Be part of a dynamic team where your contributions make a real impact.
  • Qualifications: Strong A-levels or equivalent; Excel skills; keen attention to detail.
  • Other info: Full-time role based in London with opportunities for professional growth.

The predicted salary is between 28800 - 48000 £ per year.

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Finance Analyst, Wealth Management Finance, London

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Client:

Royal Bank of Canada>

Location:

London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

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Job Reference:

71d309adcb67

Job Views:

3

Posted:

14.07.2025

Expiry Date:

28.08.2025

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Job Description:

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 additio nal details.

Job Skills

Accounting, Auditing, Detail-Oriented, Financial Accounting Systems, Financial Recordkeeping, Financial Reporting and Analysis, General Ledger Administration, Generally Accepted Accounting Principles (GAAP)

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 additio nal 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.

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

At RBC, we pride ourselves on being an exceptional employer, offering a dynamic and collaborative work environment in the heart of London. Our commitment to employee development is evident through our world-class training programmes and supportive leadership, ensuring that you can thrive while making a meaningful impact in the financial services sector. With a comprehensive Total Rewards Program and a culture that values diversity and inclusion, RBC is dedicated to helping you reach your full potential while contributing to the success of our clients and communities.
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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 Power BI. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your proactive approach to learning.

✨Tip Number 2

Network with current or former employees at RBC, especially those in finance roles. Engaging in conversations can provide you with valuable insights about the company culture and expectations, which can be beneficial during interviews.

✨Tip Number 3

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 in discussions and show your genuine interest in the field.

✨Tip Number 4

Prepare for potential interview questions by practising your responses to common finance-related scenarios. This will help you articulate your thought process clearly and demonstrate your analytical skills effectively.

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

Advanced Excel Skills
Financial Reporting and Analysis
Accounting Principles (GAAP)
Detail-Oriented
Financial Recordkeeping
General Ledger Administration
Experience with Financial Accounting Systems
Ability to Work Under Pressure
Strong Analytical Skills
Knowledge of Financial Services
Familiarity with TM1 and Pegasus Opera GL
Experience with Power BI
Strong Communication Skills
Problem-Solving Skills
Adaptability in a Fast-Paced Environment

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, particularly your A-levels or equivalent, and any progress towards ACCA/CIMA.

Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your keen eye for detail and your ability to work in a high-paced environment, as these are key attributes for this position.

Highlight Technical Skills: Since the role requires advanced Excel skills, make sure to mention your proficiency with pivot tables and IF statements. If you have experience with financial systems like TM1 or Power BI, include that as well.

Show Enthusiasm for Learning: Express your eagerness to learn and develop in the role. Mention any relevant experiences where you've quickly adapted or taken on new challenges, as this aligns with the company's values of growth and collaboration.

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

✨Showcase Your Academic Background

Make sure to highlight your academic achievements, especially if you have strong A-levels or equivalent qualifications. Be prepared to discuss how your education has equipped you with the skills necessary for the Finance Analyst role.

✨Demonstrate Excel Proficiency

Since advanced Excel skills are a must-have for this position, be ready to discuss your experience with pivot tables and IF statements. You might even want to prepare examples of how you've used these skills in previous roles or projects.

✨Prepare for Technical Questions

Expect questions related to financial reporting, balance sheet reconciliations, and general ledger administration. Brush up on your knowledge of financial principles and be ready to explain how you would approach specific tasks mentioned in the job description.

✨Express Your Willingness to Learn

The role requires a drive to learn quickly and develop in the position. Be sure to convey your enthusiasm for professional growth and any relevant courses or certifications you are pursuing, such as ACCA or CIMA.

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