# Senior Wealth Administrator (RBC Brewin Dolphin) at RBC

RBC is hiring a Senior Wealth Administrator (RBC Brewin Dolphin) in Glasgow, United Kingdom. Level rates it Little AI ●○○○; you can [apply on RBC](https://jobsbylevel.com/go/eb10f208-7561-4bf4-96db-53d2a9fc5589?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. 8TH FLOOR, CADWORKS 41, WEST CAMPBELL STREET:GLASGOW.

## Details

- Company: [RBC](https://jobsbylevel.com/companies/rbc)
- AI level: AI Level 1 (score 38 out of 100)
- Location: 8TH FLOOR, CADWORKS 41, WEST CAMPBELL STREET:GLASGOW
- Posted: October 21, 2026
- Apply: https://jobsbylevel.com/go/eb10f208-7561-4bf4-96db-53d2a9fc5589?utm_medium=ai-agent

## Description

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 additio nal 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

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/senior-wealth-administrator-rbc-brewin-dolphin-at-rbc-42ded0

Source: https://jobsbylevel.com/jobs/senior-wealth-administrator-rbc-brewin-dolphin-at-rbc-42ded0

## Cite this page

Level. https://jobsbylevel.com/jobs/senior-wealth-administrator-rbc-brewin-dolphin-at-rbc-42ded0.

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