Hybrid Senior Wealth Manager & Team Lead (Glasgow)

RBC Brewin Dolphin; Glasgow; Hybrid; GBP 42,000 - 56,000; Full time

Benefits offered by this job

Leadership development

Coaching and mentoring opportunities

Dynamic high-performing team culture

Work-life balance with hybrid remote-d

Job summary

RBC Brewin Dolphin in Glasgow is seeking a Senior Wealth Administrator to oversee complex client portfolios and mentor the next generation of wealth professionals. The role combines strategic admin with leadership duties, supporting multi-jurisdictional portfolios and high-value planning cases.

You will work four days in the Glasgow office with one remote day, contributing to process improvements and team development in a dynamic Wealth Management environment.

Qualifications

• 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.
• Proven ability to manage and apply Financial Planning products and their applications.

Responsibilities

• 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
• Mentor and develop Wealth Administrators, providing coaching that enhances capability across the team
• Champion best practice standards and drive process improvements
• Demonstrate leadership through volunteering to lead office projects and initiatives
• 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

Skills

Customer Service Management

Interpersonal Relationship Management

Office Tools

Product Knowledge

Product Services

Sales

Sales Activities

Sales Support

Sales Systems

Teamwork

Job description

RBC Brewin Dolphin in Glasgow is seeking a Senior Wealth Administrator to oversee complex client portfolios and mentor the next generation of wealth professionals. The role combines strategic admin with leadership duties, supporting multi-jurisdictional portfolios and high-value planning cases.

You will work four days in the Glasgow office with one remote day, contributing to process improvements and team development in a dynamic Wealth Management environment.