Senior Wealth Administrator (RBC Brewin Dolphin)

RBC Brewin Dolphin; Glasgow; Hybrid; GBP 42,000 - 56,000; Full time

Benefits offered by this job

Leadership development

Coaching and mentoring opportunities

Dynamic high-performing team culture

Work-life balance with hybrid remote-d

Job summary

RBC Brewin Dolphin in Glasgow is seeking a Senior Wealth Administrator to oversee complex client portfolios and mentor the next generation of wealth professionals. The role combines strategic admin with leadership duties, supporting multi-jurisdictional portfolios and high-value planning cases.

You will work four days in the Glasgow office with one remote day, contributing to process improvements and team development in a dynamic Wealth Management environment.

Qualifications

• Proven administration experience within Financial Planning.
• Intermediate proficiency with MS Teams, Word, Excel, and Outlook.
• Strong attention to detail with ability to manage complex, multi-layered tasks.
• Clear, concise communication skills—both written and verbal.
• Proven ability to meet tight deadlines while maintaining quality.
• Proven ability to manage and apply Financial Planning products and their applications.

Responsibilities

• Manage sophisticated client documentation and amendments, including high-net-worth portfolios and multi-jurisdictional wealth structures
• Process product subscriptions, allowances, and complex client arrangements with precision
• Maintain accurate client records and ensure compliance across all systems and reviews
• Mentor and develop Wealth Administrators, providing coaching that enhances capability across the team
• Champion best practice standards and drive process improvements
• Demonstrate leadership through volunteering to lead office projects and initiatives
• Build strong relationships with colleagues, clients, and external providers
• Communicate clearly and professionally across all stakeholder groups
• Contribute strategically to office operations and team culture

Skills

Customer Service Management

Interpersonal Relationship Management

Office Tools

Product Knowledge

Product Services

Sales

Sales Activities

Sales Support

Sales Systems

Teamwork

Job description

What is the Opportunity

Join our growing Glasgow wealth team as a Senior Wealth Administrator, where you'll take a strategic oversight role in managing complex client portfolios while developing the next generation of talent. This is your opportunity to move beyond routine administration into higher-value work—managing sophisticated financial planning cases, driving process improvements, and building leadership experience.

This permanent, full-time role offers the perfect balance: hands-on involvement in complex wealth management combined with mentoring responsibilities that will accelerate your career progression.

You’ll work 4 days in our Glasgow office with flexibility for 1-day remote working.

Job Description

What is the Opportunity

Join our growing Glasgow wealth team as a Senior Wealth Administrator, where you'll take a strategic oversight role in managing complex client portfolios while developing the next generation of talent. This is your opportunity to move beyond routine administration into higher-value work—managing sophisticated financial planning cases, driving process improvements, and building leadership experience.

This permanent, full-time role offers the perfect balance: hands-on involvement in complex wealth management combined with mentoring responsibilities that will accelerate your career progression.

You’ll work 4 days in our Glasgow office with flexibility for 1-day remote working.

What Will You Do?

Drive Excellence in Complex Wealth Administration

• Manage sophisticated client documentation and amendments, including high-net-worth portfolios and multi-jurisdictional wealth structures
• Process product subscriptions, allowances, and complex client arrangements with precision
• Maintain accurate client records and ensure compliance across all systems and reviews

Build and Lead Your Team

• Mentor and develop Wealth Administrators, providing coaching that enhances capability across the team and wider office
• Champion best practice standards and drive process improvements
• Demonstrate leadership through volunteering to lead office projects and initiatives

Collaborate Across the Business

• Build strong relationships with colleagues, clients, and external providers
• Communicate clearly and professionally across all stakeholder groups
• Contribute strategically to office operations and team culture

What Do You Need to Succeed?

Must-Have

• Proven administration experience within Financial Planning
• Intermediate proficiency with MS Teams, Word, Excel, and Outlook
• Strong attention to detail with ability to manage complex, multi-layered tasks
• Clear, concise communication skills—both written and verbal
• Proven ability to meet tight deadlines while maintaining quality
• Solid knowledge of Financial Planning products and their applications

Nice-to-have

• Experience managing high-complexity client cases
• Demonstrated mentoring or leadership experience
• Proactive approach to process improvement
• Professional qualification (CII/CISI) or commitment to pursuing one

What is in it for you?

• 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.

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:
8TH FLOOR, CADWORKS 41, WEST CAMPBELL STREET:GLASGOW

City:
Glasgow

Country:
United Kingdom

Work hours/week:
35

Employment Type:
Full time

Platform:
WEALTH MANAGEMENT

Job Type:
Regular

Pay Type:
Salaried

Posted Date:
2026-10-21

Application Deadline:
2026-11-05

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.