Wealth Administrator - 12 month Fixed Term Contract

RBC; Greater London; Presencial; GBP 32.000 - 38.000; Jornada completa

Descripción de la vacante

RBC is seeking a Wealth Administrator to join our Wealth Management team in London on a 12-month fixed-term contract. The role involves day-to-day administration of client accounts, with 4 days in the office in a flexible, relationship-driven environment.

The successful candidate will support Wealth Managers, process client documentation, monitor transfers, and ensure accurate record-keeping while adhering to Conduct Risk standards.

Formación

• Intermediate knowledge of Office 365 Suite and Outlook.
• Excellent attention to detail.
• Proactive approach to problem-solving and client service.

Responsabilidades

• 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 and cash from other institutions.
• Support ISA subscriptions and transfers.
• Process payments for clients.
• Liaise with colleagues within Business Support regarding administration of client accounts.
• Ensure client details and reviews are recorded correctly on systems.
• Adhere to Conduct Risk standards.

Conocimientos

Office 365

Attention to detail

Proactive problem solving

Herramientas

X-Plan CRM

Descripción del empleo

What is the opportunity?

We are looking for a Wealth Administrator to join the Wealth Management team on a 12 month Fixed Term Contract. You will play an integral role in the day-to-day administration of client accounts within a busy and varied role.

This is a fixed term contract, with 4 days in the office - perfect for someone who thrives in a flexible, relationship-driven environment.

Job Description

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 and cash from other institutions
• Support ISA subscriptions and transfers
• Process payments for clients
• Liaise with colleagues within Business Support regarding administration of client accounts
• Ensure client details and reviews are recorded correctly on systems
• Adhere to Conduct Risk standards

What do you need to succeed?

Must-have

• Intermediate knowledge of Office 365 Suite and Outlook
• Excellent attention to detail
• Proactive approach to problem-solving and client service

Nice-to-have

• Experience in administration within the discretionary wealth management sector
• Experience of x-plan as a CRM system’
• Awareness of the 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.

• A comprehensive Total Rewards Programme including bonuses, flexible benefits and competitive compensation
• 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

16 ST HELEN'S PLACE:LONDON

City

London

Country

United Kingdom

Work hours/week

35

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Contract (Fixed Term)

Pay Type

Salaried

Posted Date

2026-11-03

Application Deadline

2026-11-18

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.