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Rbc

8TH FLOOR

Senior Wealth Administrator (RBC Brewin Dolphin).

FULL TIMESENIOR LEVELFINANCE & LEGAL
Job Description What is the Opportunity Join our growing Glasgow wealth team as a Senior Wealth Administrator, where you'll take a strategic oversight role in managing complex client portfolios while developing the next generation of talent. This is your opportunity to move beyond routine administration into higher-value work—managing sophisticated financial planning cases, driving process improvements, and building leadership experience. This permanent, full-time role offers the perfect balance: hands-on involvement in complex wealth management combined with mentoring responsibilities that will accelerate your career progression. You'll work 4 days in our Glasgow office with flexibility for 1-day remote working. What Will You Do? Drive Excellence in Complex Wealth Administration Manage sophisticated client documentation and amendments, including high-net-worth portfolios and multi-jurisdictional wealth structures Process product subscriptions, allowances, and complex client arrangements with precision Maintain accurate client records and ensure compliance across all systems and reviews Build and Lead Your Team Mentor and develop Wealth Administrators, providing coaching that enhances capability across the team and wider office Champion best practice standards and drive process improvements Demonstrate leadership through volunteering to lead office projects and initiatives Collaborate Across the Business Build strong relationships with colleagues, clients, and external providers Communicate clearly and professionally across all stakeholder groups Contribute strategically to office operations and team culture What Do You Need to Succeed? Must-Have Proven administration experience within Financial Planning Intermediate proficiency with MS Teams, Word, Excel, and Outlook Strong attention to detail with ability to manage complex, multi-layered tasks Clear, concise communication skills—both written and verbal Proven ability to meet tight deadlines while maintaining quality Solid knowledge of Financial Planning products and their applications Nice-to-have Experience managing high-complexity client cases Demonstrated mentoring or leadership experience Proactive approach to process improvement Professional qualification (CII/CISI) or commitment to pursuing one 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 Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork Additional Job Details Address: 8TH FLOOR, CADWORKS 41, WEST CAMPBELL STREET:GLASGOW City: Glasgow Country: United Kingdom Work hours/week: 35 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-10-21 Application Deadline: 2026-11-05 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. 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. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.‎ We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.
Pay
Not stated
Where
8TH FLOOR · CADWORKS 41 · WEST CAMPBELL STREET:GLASGOW
Work
Not stated
Type
Full time
Posted
21 Oct, 2026
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