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About the Role

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our London office on a permanent basis. The successful candidate will play an integral role in the day-to-day ongoing administration of client’s accounts. You’ll be pivotal in supporting the delivery of tailored financial planning solutions to clients. This is a fast paced client-centric position where you’ll collaborate with Wealth Managers and Associates to ensure seamless executions of financial strategies while maintaining exceptional administrative precision. You’ll contribute directly to client financial wellbeing by ensuring accurate and efficient processing of Wealth Management activities.

Responsibilities

Communicate with Wealth Managers and their Associates, providing support with administration duties.
Supporting financial planning execution – assisting in implementing financial planning, including asset transfers, ISA subscriptions and portfolio adjustments.
Preparation and processing of all new client documentation and amendments.
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.

Requirements

Experience in administration within the discretionary wealth management sector
Intermediate knowledge of Office 365 Suite and Outlook essential
Excellent attention to detail
Proactive individual
Awareness of MiFID II legislative framework

Skills

Communication
Critical Thinking
Customer Service Management
Decision Making
Detail-Oriented
Group Problem Solving
Interpersonal Relationship Management
Operational Delivery
Time Management
Trust Operations Management

Location

London, United Kingdom

Work Type

Permanent
Full time
Hybrid

Benefits

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.

About the Company

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.
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.