Wealth Administrator - 12 month FTC

RBC Brewin Dolphin; Greater London; Hybrid; GBP 32,000 - 42,000; Full time

Job summary

RBC Wealth Management in London is seeking a Wealth Administrator for a 12-month fixed-term contract to support the Wealth Management team. The role focuses on administration, documentation, and client service within a busy environment.

You will work alongside Wealth Managers and Associates, with in-office requirements and the flexibility to work remotely up to 1 day per week. The ideal candidate has discretionary wealth management admin experience and strong Office 365 skills, with attention to

Qualifications

• 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.

Responsibilities

• Communicate with Wealth Managers and their Associates, 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.

Skills

Wealth management admin

Attention to detail

Proactive

MiFID II awareness

Tools

Office 365

Outlook

Job description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our London office on a 12 month FTC basis.

Job Description

The successful candidate will play an integral role in CAR writing. 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 practises.

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.

What will you do?

• Communicate with Wealth Managers and their Associates, 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

• 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

16 ST HELEN'S 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

2026-09-16

Application Deadline

2026-09-30

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.

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