Wealth Administrator (RBC Brewin Dolphin)

RBC Brewin Dolphin; City of Edinburgh; Hybrid; GBP 25,000 - 36,000; Full time

Job summary

RBC Wealth Management in Edinburgh is recruiting a Wealth Administrator on a permanent basis to support the day-to-day administration of client accounts within the Wealth Management team. You will work with Wealth Managers to process new client documentation, monitor asset transfers, support ISA subscriptions, and ensure accurate record keeping and compliant processes.

The role offers office-based work with one day per week possible remotely, and opportunities to pursue industry qualifications

Qualifications

• Experience in administration – ideally within Wealth Management.
• Intermediate knowledge of Office 365 Suite and Outlook.
• Proactive individual.
• Clear and concise communication skills.
• Demonstrated RBC values.

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 for 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

Administration experience

Office 365 Suite & Outlook

Proactive

Communication skills

RBC values

Job description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Edinburgh office on a permanent basis.

Job Description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Edinburgh office on a permanent basis.

You will play an integral role in the day-to-day ongoing administration of client’s accounts. You will be instrumental in providing the best possible service to our colleagues and clients. You will work alongside a dedicated team of professionals who are committed to operation excellence, you will contribute to an environment where continuous improvement, innovation and professional development are embedded in our culture.

This role offers the ideal platform to leverage your organisation skills, attention to detail and client service expertise, while growing your capabilities within Wealth Management.

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 for 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 – ideally within Wealth Management.
• Intermediate knowledge of Office 365 Suite and Outlook.
• Proactive individual.
• Clear and concise communication skills.
• Demonstrated RBC values.

Nice-to-have

• Willingness to work towards 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:

144 MORRISON STREET:EDINBURGH

City:

Edinburgh

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-11

Application Deadline:

2026-11-26

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.