Wealth Administrator - Ftc

Job Description What is the opportunity?

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Exeter office on a 12‑month Fixed Term Contract. The successful candidate will play an integral role in the day‑to‑day administration of client accounts, providing the best possible service to colleagues and clients as part of a cohort of like‑minded individuals who strive to achieve great results and ensure the smooth running and growth of the office.

RBC expects all employees and contractors to work in the office with some flexibility to work up to one day per week remotely.

• Communicate with Wealth Managers, clients, external Financial Advisers and other professional contacts.
• Prepare and process all new client documentation and existing client amendments.
• Process and monitor transfers of assets and cash from other institutions.
• Support ISA subscriptions and transfers.
• Process withdrawal instructions and cash movements.
• Liaise with colleagues within Business Support regarding administration of client accounts.
• Ensure client details and reviews are recorded correctly on systems.
• Maintain general record keeping and electronic filing.
• Adhere to Conduct Risk standards.

• Experience in administration with good organisational skills.
• Intermediate knowledge of Office 365 Suite and Outlook.
• Excellent attention to detail.
• Proactive individual.
• Ability to work within a team but equally able to work on own initiative.
• Ability to meet deadlines and work within restricted timescales.

• Awareness of MiFID II legislative framework.
• Exposure to Wealth Management and Financial Planning.

• 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.

• Communication
• Critical Thinking
• Customer Service Management
• Decision Making
• Detail‑Oriented
• Group Problem Solving
• Interpersonal Relationship Management
• Operational Delivery
• Time Management
• Trust Operations Management

• Address: VANTAGE POINT, WOODWATER PARK, PYNES HILL:
  
  EXETER
• City: Exeter
• Country: United Kingdom
• Work hours/week: 35
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Contract (Fixed Term)
• Pay Type: Salaried
• Posted Date: 2026‑07‑07
• Final date to receive applications: 2026‑07‑21

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 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.