Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our London office on a 12 month fixed term contract basis. The successful candidate will play an integral role in the day-to-day ongoing administration of client’s accounts and will 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 Paraplanners 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

Serve as a primary point of contact for high-net-worth clients, ensuring clear, professional, and timely communication regarding new business and servicing queries
Support Wealth Managers and their Associates with administration duties and day-to-day queries
Liaise with third-party providers to ensure timely processing of new business and servicing requests whilst using their platforms to perform a variety of administrative tasks
Support financial planning execution, assisting in implementing financial planning activities including transfers, top-ups, fund switches/rebalances, and withdrawals
Prepare and process all new client documentation and amendments, including Fact Finds and Letter of Authority requests
Process payments and manage client fees
Ensure client details and reviews are recorded correctly on systems and maintain accurate record-keeping and electronic filing
Collaborate across London and regional offices to learn from other teams and share best practice, whilst adhering to Conduct Risk standards
Handle client bereavement cases with sensitivity and professionalism

Requirements

Proven experience in an administrative role within financial planning or financial services
Demonstrated experience speaking to clients and third parties, resolving queries professionally
Intermediate knowledge of Office 365 Suite and Outlook essential
Excellent attention to detail with ability to maintain accuracy in written and numerical tasks
Proactive and client-focused attitude with strong sense of accountability
Ability to manage own workload independently and as part of a close team, prioritising shifting priorities and meeting deadlines
Awareness of MiFID II legislative framework
Experience with XPlan, CE, and Conquest platforms

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

Office-based with up to 1 day per week remote flexibility
Full time
Contract (Fixed Term)

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.

Equal Opportunity

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.