Senior Wealth Administrator - 12-month Fixed Term Contract

Royal Bank of Canada

Greater London

Hybrid

GBP 40,000 - 60,000

Full time

2 days ago
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Benefits offered by this job

Bonuses
Flexible benefits
Competitive compensation

Job summary

Royal Bank of Canada is seeking a Senior Wealth Administrator for a 12-month Fixed Term Contract in London. The role requires four days in the office with up to one remote day per week, supporting Wealth Managers and clients in day-to-day administration.

You will prepare client documents, monitor asset transfers, and contribute to projects across the office while maintaining strong attention to detail and effective communication. The position offers a comprehensive rewards package.

Qualifications

  • Extensive administration experience within Wealth Management.
  • Proficient in MS Word, Excel and Outlook.
  • Strong attention to detail and accuracy.
  • Clear and concise oral and written communication.

Responsibilities

  • Assist with day-to-day admin for the Wealth Management team.
  • Prepare and process new client documents and amendments.
  • Monitor asset and cash transfers between institutions.
  • Support ISA subscriptions and transfers.
  • Liaise with Business Support on client accounts administration.

Skills

Wealth admin
MS Office (Word/Excel/Outlook)
Attention to detail
Clear communication
Deadline driven

Tools

X-Plan CRM

Job description

Job Description

What is the opportunity?

We are looking for a Senior Wealth Administrator to join us on a 12-month Fixed Term Contract. You will be assisting with and overseeing day-to-day administration for the team and providing support to senior colleagues with various tasks to ensure the smooth running of the team.

This is a permanent, full-time role and requires 4 days in the office at our London location, with flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?
  • Communicate with Wealth Managers and clients to understand administration needs and support requirements
  • Prepare and process all new client documentation and amendments
  • Monitor transfers of assets and cash from other institutions
  • Support with ISA subscriptions and transfers
  • 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
  • Support business development activities and assist with the running of projects for the office where appropriate, showing leadership by volunteering to be champions and ambassadors
What do you need to succeed?
Must-have
  • Extensive administration experience within Wealth Management
  • Intermediate knowledge of MS Word, Excel and Outlook
  • Strong attention to detail
  • Clear and concise communication skills - oral and written
  • Ability to meet deadlines and work within restricted timescales
Nice-to-have
  • Experience of x-plan as a CRM system
  • Studying towards an industry-specific qualification
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.

  • A comprehensive Total Rewards Programme including bonuses, flexible benefits and competitive compensation
  • 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
  • A world-class training programme in financial services
Job Skills
  • Customer Service Management
  • Interpersonal Relationship Management
  • Office Tools
  • Product Knowledge
  • Product Services
  • Sales
  • Sales Activities
  • Sales Support
  • Sales Systems
  • Teamwork
Additional Job Details

Address: 16 ST HELEN'S PLACE

LONDON City: London

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Contract (Fixed Term)

Pay Type: Salaried

Posted Date: 2026-11-03

Application Deadline: 2026-11-18 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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