# Senior Wealth Administrator

**Company**: RBC Group
**Location**: Glasgow, WEST CAMPBELL STREET:GLASGOW
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/8TH-FLOOR-CADWORKS-41-WEST-CAMPBELL-STREETGLASGOW/Senior-Wealth-Administrator--RBC-Brewin-Dolphin-_R-0000190882-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/senior-wealth-administrator-d220378d-37c/

## Description

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 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.

### 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?

- 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

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## Skills

### Required
- Customer Service Management
- Interpersonal Relationship Management
- Office Tools
- Product Knowledge
- Product Services
- Sales
- Sales Activities
- Sales Support
- Sales Systems
- Teamwork

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/8TH-FLOOR-CADWORKS-41-WEST-CAMPBELL-STREETGLASGOW/Senior-Wealth-Administrator--RBC-Brewin-Dolphin-_R-0000190882-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)