Wealth Administrator

RBC; Cardiff; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading financial institution is seeking a Wealth Administrator for its Cardiff office. The role involves supporting Financial Advisers and clients, handling administration tasks, and ensuring accurate record-keeping. Ideal candidates will have previous administration experience and familiarity with Microsoft packages. The position is full-time, with a supportive environment and opportunities for professional development.

Benefits

Opportunities for professional growth

Supportive leadership

Collaborative team environment

Qualifications

• Previous administration experience in any field.
• Intermediate knowledge of Microsoft packages is necessary.
• Attention to detail and the ability to meet deadlines are crucial.

Responsibilities

• Support Financial Advisers and clients with administration duties.
• Oversee new client documentation and amendments.
• Liaise with colleagues regarding the administration of client accounts.

Skills

Communication

Detail-Oriented

Time Management

Customer Service Management

Critical Thinking

Tools

Microsoft Packages

Job description

Job Description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator to join the team in our Cardiff office. The Wealth Administrator will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities.

RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

• Communicate with Financial Advisers and clients, providing support with administration duties.
• Preparation and processing of all new client documentation and amendments.
• Monitor transfers of assets/cash from other institutions.
• Support ISA subscriptions and transfers.
• Processing of payments clients.
• 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.
• Adhering to Conduct Risk standards.

What do you need to succeed?

Must-have

• Previous administration experience.
• Intermediate knowledge of Microsoft packages.
• Willing to work to obtain qualifications relevant to the role.
• Good attention to detail.
• The ability to meet deadlines and work within restricted timescales.

Nice-to-have

• Previous administration experience within financial services.

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.

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.

Job Skills

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Additional Job Details

Address: 2 CENTRAL SQUARE:CARDIFF

City: Cardiff

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-01-27

Application Deadline: 2026-02-10

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.