Wealth Administrator - 12 month Fixed Term Contract

Royal Bank of Canada; Greater London; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Bonus potential

Flexible benefits

Competitive compensation

Development opportunities

Job summary

Royal Bank of Canada in London seeks a Wealth Administrator on a 12-month fixed term contract to support day-to-day administration of client accounts within a busy wealth management environment. The role requires 4 days in the office and involves coordinating with Wealth Managers, handling new client documentation, asset transfers, ISA subscriptions, and billing, while adhering to Conduct Risk standards.

Candidates should have intermediate Office 365/Outlook, keen attention to detail, proactive

Qualifications

• Intermediate knowledge of Office 365 Suite and Outlook.
• Excellent attention to detail.
• Proactive approach to problem-solving and client service.
• Experience in administration within the discretionary wealth management sector.
• Experience of x-plan as a CRM system.
• Awareness of the 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 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

Skills

Communication

Critical thinking

Customer service management

Decision making

Detail-oriented

Group problem solving

Interpersonal relationship management

Operational delivery

Time management

Trust operations management

Tools

x-plan CRM

Job description

Job Description

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.

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.