Senior Wealth Administrator

RBC; Manchester; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services provider in Manchester is seeking a Senior Wealth Administrator. This role involves providing administration support to Financial Advisers and clients, processing documentation, and ensuring accurate record keeping. The ideal candidate has prior administration experience and familiarity with Microsoft packages. Join a dynamic team committed to excellence in client service.

Qualifications

• Previous administration experience is essential.
• Intermediate knowledge of Microsoft packages.
• Good attention to detail and ability to meet deadlines.

Responsibilities

• Communicate with Financial Advisers and clients.
• Prepare and process new client documentation.
• Monitor transfers of assets/cash from other institutions.
• Support ISA subscriptions and transfers.
• Process payments for clients.
• Ensure client details are recorded accurately.
• Manage general record keeping and electronic filing.

Skills

Communication

Critical Thinking

Customer Service Management

Decision Making

Detail-Oriented

Operational Delivery

Time Management

Interpersonal Relationship Management

Tools

Microsoft packages

Job description

Job Summary

Job Description

What is the opportunity?

We have an exciting opportunity for a Senior Wealth Administrator to join the team in Manchester. The Wealth Admin will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities.

What will you do?

• Communicate with Financial Advisers and clients providing support with administration duties.

• Preparation and processing of all new client documentation and amendments.

• Monitor transfers of assets/cash from other institutions.

• Support 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.

• Adhering to Conduct Risk standards.

What do you need to succeed?

Must-have

• Previous administration experience is essential – additional training will be provided.

• Intermediate knowledge of Microsoft packages.

• Good attention to detail and double-checks the accuracy of information and work provided.

• The ability to meet deadlines and work within restricted timescales.

Nice-to-have

• Previous administration experience within financial services.

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.

#RBCBD

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:

1 THE AVENUE SPINNINGFIELDS SQUARE:MANCHESTER

City:

Manchester

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-07-29

Application Deadline:

2025-08-12

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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