Senior Wealth Administrator - 12-month Fixed Term Contract

RBC; Greater London; Hybrid; GBP 40,000 - 52,000; Full time

Benefits offered by this job

Bonus and incentives

Flexible benefits

Competitive compensation

World-class training

Job summary

RBC in London is seeking a Senior Wealth Administrator for a 12-month Fixed Term Contract. You will oversee day-to-day administration for the team and assist senior colleagues with tasks to ensure smooth operations. The role is full-time with 4 days in the office and up to 1 remote day per week.

Key duties include preparing client documentation, monitoring asset transfers, and supporting ISA transactions. Strong admin experience in wealth management and excellent communication are essential.

Qualifications

• Extensive administration experience within Wealth Management.
• Intermediate knowledge of MS Word, Excel and Outlook.
• Strong attention to detail and accuracy.
• Clear and concise written and verbal communication.
• Ability to meet deadlines within tight timescales.

Responsibilities

• 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 projects and act as a champion and ambassador for the office.

Skills

Wealth management administration

Attention to detail

Clear communication

Deadline-driven

Tools

MS Word

Excel

Outlook

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