RBC in Cardiff is seeking a Wealth Administrator Assistant to support day-to-day team administration. The role involves preparing client documents, processing amendments, and coordinating front-of-house duties while ensuring accurate client details on systems.
You will liaise with advisers and clients, assist with ISA subscriptions and transfers, monitor asset transfers, and uphold Conduct Risk standards. A background in admin and strong MS Office skills are essential.
#J-18808-Ljbffr
Full job description from WhatJobs. Apply for this role →
West Yorkshire
An established and highly regarded financial planning firm is looking to appoint a skilled and technically capable Financial Planning Administrator…
Leeds, West Yorkshire
Technical Financial Planning Administrator Location: Leeds Salary: Competitive + Benefits About the Opportunity An established and highly regarded…
West Bridgford
My client is a growing nationwide, independent financial planning company and they are committed to delivering clear, professional and client…
Explore: Administrator jobs in Cardiff Administrator jobs in the UK Specialist jobs in Cardiff
Worked with Verifera as a candidate or employer? Your honest review helps the next person trust verified hiring.