Wealth Administrator

RBC; Greater London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading bank in the UK seeks a Wealth Administrator for their London office to handle administration tasks supporting the team's activities. The role requires previous administration experience and intermediate knowledge of Microsoft packages. You'll work closely with Financial Advisers, process client documentation, and ensure correct records. This full-time position offers a collaborative environment with the flexibility of remote work up to 1 day per week. Join the dynamic team to make a lasting impact.

Benefits

Coaching opportunities

Work-life balance

Collaborative team environment

Qualifications

• Previous administration experience required.
• Intermediate knowledge of Microsoft packages is essential.
• Ability to meet deadlines and work within restricted timescales.

Responsibilities

• Communicate with Financial Advisers and clients for administration support.
• Preparation and processing of new client documentation.
• Monitor transfers of assets/cash from other institutions.
• Support ISA subscriptions and transfers.
• Ensure client details are recorded correctly.

Skills

Communication

Critical Thinking

Customer Service Management

Decision Making

Detail-Oriented

Time Management

Tools

Microsoft packages

Job description

Job Description

We have an exciting opportunity for a Wealth Administrator to join the team in our London Waterloo place 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?

• 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 pays fees to agencies where they have entered into a prior agreement to do so and in any event does 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: 8 WATERLOO PLACE:LONDON

City: London

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-01-09

Application Deadline: 2026-01-23

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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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.