Wealth Administrator

RBC Brewin Dolphin; Cheltenham; Hybrid; GBP 28,000 - 42,000; Full time

Job summary

RBC Brewin Dolphin is seeking a Wealth Administrator to join the Wealth Management team in Bristol or Cheltenham. You will support wealth managers, handle client documentation, and manage transfers while ensuring accuracy and compliance.

The role offers in-office work with optional remote work up to one day per week, in a busy, client-focused environment with learning and system improvements.

Qualifications

• Experience in administration within discretionary wealth management sector preferred
• Intermediate knowledge of Office 365 Suite and Outlook essential
• Excellent attention to detail
• Proactive individual
• Awareness of MiFID II legislative framework

Responsibilities

• Communicate with Wealth Managers and their Associates, providing support with administration duties.
• Prepare and process all new client documentation and amendments.
• Monitor transfers of assets/cash from other institutions.
• Support ISA subscriptions, cash transfers, and payment for clients.
• Act as point of contact for clients, advisers, and third-party providers.
• 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.

Skills

Communication

Detail-oriented

Customer service

Time management

Interpersonal skills

Problem solving

Office 365

Adaptability

Team collaboration

Risk awareness

Tools

Office 365 Suite

Job description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Bristol or Cheltenham office.

Job Description

The successful candidate will play an integral role in the day-to-day ongoing administration of client’s accounts. This is a busy and varied role, and no two days will be the same. You will be providing the best possible service to our colleagues and clients as part of a cohort of likeminded individuals, who strive to achieve great results while constantly learning and adapting to improving systems and working practices.

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 Wealth Managers and their Associates, providing support with administration duties.
• Prepare and process all new client documentation and amendments.
• Monitor transfers of assets/cash from other institutions.
• Support ISA subscriptions, cash transfers, and payment for clients.
• Act as point of contact for clients, advisers, and third-party providers.
• 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

• Experience in administration within the discretionary wealth management sector preferred
• Intermediate knowledge of Office 365 Suite and Outlook essential
• Excellent attention to detail
• Proactive individual

Nice-to-have

• Awareness of MiFID II legislative framework

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.

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: 40 QUEEN SQUARE:BRISTOL

City: Bristol

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-09-11

Application Deadline: 2026-09-25

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.