Senior Administrator, Wealth Planning

RBC; London; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading wealth management firm seeks a Senior Administrator to enhance client service within the Wealth Planning team. This role focuses on operational efficiency and requires strong organisational skills to manage client transactions and documentation effectively, providing a vital link between clients and advisers.

Benefits

Development Coaching

Collaborative Work Environment

Opportunities for Advancement

Qualifications

• Experience in private wealth management or banking.
• Ability to manage multiple priorities effectively.
• Working knowledge of private wealth products.

Responsibilities

• Provide operational support for client administration.
• Manage documentation related to account openings.
• Liaise with third-party providers for client onboarding.

Skills

Attention to Detail

Organisational Skills

Client Service Skills

Job description

Job Summary

Job Description

What is the opportunity?

RBC Private Wealth are seeking a Senior Administrator to join the Wealth Planning team. The Senior Administrator provides forward facing operational, administrative and coordination support to the Wealth Planning team, ensuring effective delivery of high-quality client service.

This role will proactively manage the day-to-day implementation of the wealth planning recommendations and client instructions with a strong emphasis on adviser support, client experience and operational efficiency. The role also supports the delivery of wealth planning services, acting as a key liaison point between advisers, clients, relationship managers, Private Wealth Associates, internal partners, and external product providers.

What will you do?

• Provide client operational support acting as a key point of contact for client administration and implementation queries.

• Prepare and submit all documentation relating to RBC account opening, including pensions, trusts, international bonds and tax advantaged investments.

• Proactively manage the pipeline of client transactions and wealth planning recommendations to ensure timely execution and delivery.

• Liaise with third party providers, investment managers and client onboarding teams to coordinate onboarding of third-party providers, client instructions and transactions.

• Support Private Wealth Associates with Client withdrawals and pension income queries.

• Ownership of team mailbox to ensure timely execution of client instructions and revenue reconciliation.

• Support Wealth Planners by managing the operational workflow required to execute financial planning strategies.

• Maintain accurate and compliant records within internal systems and CRM.

• Support data entry and reconciliation across cloud reporting systems to ensure data integrity.

• Coordinate the scheduling and preparation of client review meetings.

• Attend client meetings with Wealth Planners as required and produce follow up notes and work to a high standard.

• Identify process improvement opportunities and recommend solutions to streamline client operational delivery.

What do you need to succeed?

Must-have

• Previous experience in private wealth management, private banking or investment management client operations.

• Strong administrative and organisational skills, with exceptional attention to detail.

• Ability to manage multiple tasks and priorities.

• Excellent organisational, pipeline management and client service skills.

• Working knowledge of private wealth products, platforms and operational processes.

Nice-to-have

• Experience of working with international/res non dom clients.

• Familiarity with FCA regulatory environment including consumer duty and suitability process.

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.

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

Additional Job Details

Address:

100 BISHOPSGATE: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:

2025-06-11

Application Deadline:

2025-06-27

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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