Wealth Administrator Assistant

RBC Brewin Dolphin; Cardiff; Hybrid; GBP 25,000 - 34,000; Full time

Benefits offered by this job

Development opportunities

Industry leaders

Make a difference

Dynamic team

Job summary

RBC Brewin Dolphin in Cardiff is seeking a Wealth Administrator Assistant to support day-to-day team administration and client-related tasks. The role primarily operates in the office with flexibility to work up to 1 day per week remotely, depending on arrangements.

You will handle document preparation, client communications, ISA transfers, asset monitoring, and general filing while ensuring accuracy and compliance with conduct risk standards.

Qualifications

• Previous administration experience.
• Proficient in Microsoft Office.
• Clear and concise communication – oral and written.
• Good attention to detail.
• Ability to meet deadlines within tight timescales.

Responsibilities

• Communicate with Financial Advisers and clients, providing admin support.
• Prepare and process new client documentation and amendments.
• Assist with front of house duties and meeting room prep.
• Monitor asset and cash transfers between institutions.
• Support ISA subscriptions and transfers.
• Process client payments.
• Liaise with Business Support on client accounts.
• Ensure client details and reviews are correctly recorded.
• Maintain records and electronic filing.
• Adhere to Conduct Risk standards.

Skills

Administration

Microsoft Office

Communication

Attention to detail

Time management

Tools

Microsoft Office

Job description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator Assistant to join the team in Cardiff. In this role you will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities.

Job Description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator Assistant to join the team in Cardiff. In this role you 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.
• Meeting room preparation and assisting with general front of house duties.
• 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.
• Clear and concise communication skills – oral and written.
• Good attention to detail.
• The ability to meet deadlines and work within restricted timescales.

Nice-to-have

• Previous administration experience within financial services.
• Willingness to work to obtain qualifications relevant to the role.

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:

2 CENTRAL SQUARE:CARDIFF

City:

Cardiff

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:

2026-11-13

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.