Wealth Management Administrator — Hybrid/Client Service

RBC Brewin Dolphin; Cheltenham; Hybrid; GBP 28,000 - 42,000; Full time

Job summary

RBC Brewin Dolphin is seeking a Wealth Administrator to join the Wealth Management team in Bristol or Cheltenham. You will support wealth managers, handle client documentation, and manage transfers while ensuring accuracy and compliance.

The role offers in-office work with optional remote work up to one day per week, in a busy, client-focused environment with learning and system improvements.

Qualifications

• Experience in administration within discretionary wealth management sector preferred
• Intermediate knowledge of Office 365 Suite and Outlook essential
• Excellent attention to detail
• Proactive individual
• Awareness of 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/cash from other institutions.
• Support ISA subscriptions, cash transfers, and payment for clients.
• Act as point of contact for clients, advisers, and third-party providers.
• 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

Communication

Detail-oriented

Customer service

Time management

Interpersonal skills

Problem solving

Office 365

Adaptability

Team collaboration

Risk awareness

Tools

Office 365 Suite

Job description

RBC Brewin Dolphin is seeking a Wealth Administrator to join the Wealth Management team in Bristol or Cheltenham. You will support wealth managers, handle client documentation, and manage transfers while ensuring accuracy and compliance.

The role offers in-office work with optional remote work up to one day per week, in a busy, client-focused environment with learning and system improvements.