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. 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 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. #J-18808-Ljbffr
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. 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 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. #J-18808-Ljbffr
