Wealth Administrator

What is the opportunity?

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.

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.

• 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.

What do you need to succeed?

Must-have

• Experience in administration within the discretionary wealth management sector

• Intermediate knowledge of Office 365 Suite and Outlook essential

• Excellent attention to detail

• Proactive individual

Nice-to-have

• Awareness of MiFID II legislative framework

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.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

#RBCBD

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

16 ST HELEN'S PLACE:LONDONLondonUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2026-06-152026-06-29

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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.