Wealth Administrator - 12 month FTC

Job Description

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 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. 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 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.

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?

• 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

What do you need to succeed?

Must-have

• 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

Nice-to-have

• Awareness of MiFID II legislative framework

• Experience with XPlan, CE, and Conquest platforms

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.

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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.

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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.