Financial Planning Administrator

Job Summary Job Description What is the opportunity? We have an exciting opportunity for a Financial Planning Administrator to join our office in Glasgow on a permanent basis. You will provide a robust administration function to the financial planning team in an efficient and timely manner. What will you do? Communicate with Financial Advisers and clients. Prepare and process all new client documentation and amendments. Monitor transfers of assets/cash from other institutions. Support with ISA subscriptions and transfers. Process payments. Liaise with colleagues within Business Support regarding administration of client accounts. Ensure client details and reviews are recorded correctly on systems. General record keeping and electronic filing. Adhering to Conduct Risk standards. What do you need to succeed? Must-have Knowledge of MS Word/Excel/Outlook. Administration experience. Ability to type. Clear and concise communication skills – oral and written, with the ability to communicate professionally with clients and colleagues. Nice-to-have Knowledge of Financial Services, Financial Products, Platforms and Financial Planning administration. 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. Flexible working options fully supported. 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. Job Skills Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management 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:

2025-01-27 Application Deadline:

2025-02-10 Note:

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. Inclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. Join our Talent Community

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