Hybrid Wealth Admin Assistant – Cardiff

RBC Brewin Dolphin; Cardiff; Hybrid; GBP 25,000 - 34,000; Full time

Benefits offered by this job

Development opportunities

Industry leaders

Make a difference

Dynamic team

Job summary

RBC Brewin Dolphin in Cardiff is seeking a Wealth Administrator Assistant to support day-to-day team administration and client-related tasks. The role primarily operates in the office with flexibility to work up to 1 day per week remotely, depending on arrangements.

You will handle document preparation, client communications, ISA transfers, asset monitoring, and general filing while ensuring accuracy and compliance with conduct risk standards.

Qualifications

• Previous administration experience.
• Proficient in Microsoft Office.
• Clear and concise communication – oral and written.
• Good attention to detail.
• Ability to meet deadlines within tight timescales.

Responsibilities

• Communicate with Financial Advisers and clients, providing admin support.
• Prepare and process new client documentation and amendments.
• Assist with front of house duties and meeting room prep.
• Monitor asset and cash transfers between institutions.
• Support ISA subscriptions and transfers.
• Process client payments.
• Liaise with Business Support on client accounts.
• Ensure client details and reviews are correctly recorded.
• Maintain records and electronic filing.
• Adhere to Conduct Risk standards.

Skills

Administration

Microsoft Office

Communication

Attention to detail

Time management

Tools

Microsoft Office

Job description

RBC Brewin Dolphin in Cardiff is seeking a Wealth Administrator Assistant to support day-to-day team administration and client-related tasks. The role primarily operates in the office with flexibility to work up to 1 day per week remotely, depending on arrangements.

You will handle document preparation, client communications, ISA transfers, asset monitoring, and general filing while ensuring accuracy and compliance with conduct risk standards.