Senior Wealth Administrator & Team Leader – Hybrid Glasgow

rbc

Glasgow

Hybrid

GBP 42,000 - 56,000

Full time

3 days ago
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Job summary

RBC in Glasgow is seeking a Senior Wealth Administrator to oversee complex client portfolios, move beyond routine duties, and contribute to a high-performing wealth team. You will mentor junior colleagues, manage multi‑jurisdictional structures, and drive process improvements to enhance service delivery.

This permanent, full‑time role offers hybrid working: four days in the Glasgow office with one day of remote work, and opportunities to develop leadership capabilities while delivering trusted

Qualifications

  • Proven administration experience within Financial Planning.
  • Proficient with MS Teams, Word, Excel and Outlook.
  • Strong attention to detail and ability to meet tight deadlines.
  • Clear, concise written and verbal communication.
  • Knowledge of Financial Planning products.

Responsibilities

  • Manage sophisticated client documentation and amendments for high net‑worth portfolios.
  • Process subscriptions, allowances, and complex client arrangements.
  • Maintain accurate client records and ensure compliance across systems.
  • Mentor Wealth Administrators and lead office projects.
  • Collaborate with colleagues and external providers.

Tools

MS Teams
Microsoft Word
Microsoft Excel
Microsoft Outlook

Job description

RBC in Glasgow is seeking a Senior Wealth Administrator to oversee complex client portfolios, move beyond routine duties, and contribute to a high-performing wealth team. You will mentor junior colleagues, manage multi‑jurisdictional structures, and drive process improvements to enhance service delivery.

This permanent, full‑time role offers hybrid working: four days in the Glasgow office with one day of remote work, and opportunities to develop leadership capabilities while delivering trusted

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