Wealth Administrator

Brewin Dolphin Holdings PLC; Belfast; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services company is seeking a Wealth Administrator to provide administrative support in Belfast. The role involves client communication, document processing, and ensuring smooth team operations. Ideal candidates will have prior administration experience and strong attention to detail. This permanent position offers flexibility and opportunities for personal development within a collaborative team.

Benefits

Flexible working options

Opportunities for development

Qualifications

• Previous administration experience required.
• Intermediate knowledge of MS Word/Excel/Outlook.
• Strong attention to detail and clear communication skills.

Responsibilities

• Assist with day-to-day administration for the Wealth team.
• Prepare and process new client documentation.
• Communicate with Financial Advisers and clients.

Skills

Customer Service Management

Interpersonal Relationship Management

Teamwork

Education

Level 3 qualification (studying towards)

Tools

MS Word

MS Excel

MS Outlook

Job description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator to join our team in Belfast on a permanent basis. Assist with the day-to-day administration for the team and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.

Job Summary

Job Description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator to join our team in Belfast on a permanent basis. Assist with the day-to-day administration for the team and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.

What will you do?

• Communicate with Financial Advisers and clients.
• Prepare and process new client documentation and amendments.
• Monitor transfers of assets/cash from other institutions.
• Support with ISA subscriptions and transfers.
• Assist with the processing of payments clients.
• Liaise with colleagues within Business Support regarding the administration of client accounts.
• Ensure client details and reviews are recorded correctly on systems.
• General record keeping and electronic filing.
• Adhere to Conduct Risk standards
  
  

What do you need to succeed?

Must-have

• Previous administration experience.
• Intermediate knowledge of MS Word/Excel/Outlook.
• Strong attention to detail.
• Clear and concise communication skills – oral and written.
• Ability to meet deadlines/work within restricted timescales.
  
  

Nice-to-have

• Studying towards a relevant Level 3 qualification.
• Developing knowledge of Wealth Management and the Financial Services sector.
  
  

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.
• Flexible working options fully supported.
  
  

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

Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork

Additional Job Details

Address:

8 LANYON PLACE:BELFAST

City:

Belfast

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-20

Application Deadline:

2025-06-06

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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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking and Financial Services

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