Financial Planning Administrator - 15-month Fixed Term Contract

RBC; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

RBC is seeking a Financial Administrator for a 15-month fixed-term contract in Birmingham. The role involves supporting senior colleagues with administrative tasks, client communication, and ensuring smooth team operations. Ideal candidates will have prior administration experience and strong MS Office skills, contributing to a dynamic and collaborative work environment.

Benefits

Flexible working options

Development opportunities through coaching

Collaborative team environment

Qualifications

• Previous administration experience required.
• Intermediate knowledge of MS Word, Excel, and Outlook.
• Good attention to detail and clear communication skills.

Responsibilities

• Assist with day-to-day administration for the team.
• Prepare and process new client documentation.
• Communicate with Financial Advisers and clients.

Skills

Communication

Critical Thinking

Customer Service Management

Decision Making

Detail-Oriented

Time Management

Tools

MS Word

MS Excel

MS Outlook

Job description

Job Summary

Job Description

What is the opportunity?

We have an exciting opportunity to join our Birmingham office on a 15-month fixed term contract, as a Financial Administrator.

You will assist with the day-to-day administration for the team and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.

What will you do?

• Communicate with Financial Advisers and clients.

• Prepare and process all new client documentation and amendments.

• Monitor of transfer of assets/cash from other institutions.

• 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.

What do you need to succeed?

Must-have

• Previous administration experience.

• Intermediate knowledge of MS Word/Excel/Outlook.

• Good attention to detail.

• Clear and concise communication skills

Nice-to-have

• Willing 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.

• Flexible working options fully supported.

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

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:

81 COLMORE ROW:BIRMINGHAM

City:

Birmingham

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-03-25

Application Deadline:

2025-06-04

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion 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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