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Financial Planning Administrator - 15-month Fixed Term Contract, Birmingham
Client:
Royal Bank of Canada
Location:
Birmingham, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
365ced476c7e
Job Views:
5
Posted:
30.03.2025
Expiry Date:
14.05.2025
Job Description:
Job Summary
What is the opportunity?
We have an exciting opportunity to join our Birmingham office on a 15-month fixed term contract, as a Financial Administrator. You will assist with the day-to-day administration for the team and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.
What will you do?
* Communicate with Financial Advisers and clients.
* Prepare and process all new client documentation and amendments.
* Monitor transfer of assets/cash from other institutions.
* Manage ISA subscriptions and transfers.
* Process payments for clients.
* 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.
What do you need to succeed?
Must-have
* Previous administration experience.
* Intermediate knowledge of MS Word/Excel/Outlook.
* Clear and concise communication skills.
Nice-to-have
* Willing to work to obtain qualifications relevant to the role.
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.
* 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.
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: 81 COLMORE ROW, BIRMINGHAM
City: Birmingham
Country: United Kingdom
Work hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-03-25
Application Deadline: 2025-04-08
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 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 to 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.
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