Summary

This senior administrator role supports complex client cases and wealth portfolios in RBC Brewin Dolphin’s Glasgow wealth team. It combines hands-on financial planning administration with mentoring and process improvement, on a permanent, full-time hybrid schedule of four office days and one remote day per week.

Responsibilities

• Manage complex client documentation and amendments
• Process product subscriptions, allowances, and client arrangements
• Maintain accurate records and compliance across systems
• Mentor and develop wealth administrators
• Champion best practices and improve office processes
• Lead office projects and initiatives