Wealth manager Work, Jobs in Cardiff, Crf (with Salaries)

Wealth Administrator Assistant
Royal Bank of Canada —Cardiff
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
8d
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Community Engagement Manager
Cardiff Metropolitan University —Cardiff
- £39,906 - £44,746 a year
- Full-time
- Organisational skills
- Communication skills
- School
- Annual leave
3d
Programme Management Office (PMO) Co-ordinator (SRS)
Cardiff Metropolitan University —Cardiff
- £35,608 - £38,784 a year
- Full-time
- Microsoft Office
- Administrative experience
- Project management
3d
PR Manager
Hugh James —Cardiff
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
- Employee discount
15h
Private Markets Investment Administrator
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
Quick apply
Wealth Paraplanner
Royal Bank of Canada —Cardiff
- Full-time
- Communication skills
11d
Programme Management Office (PMO) Lead (SRS)
Cardiff Metropolitan University —Cardiff
- £39,906 - £44,746 a year
- Full-time
- Project management
- SharePoint
- Communication skills
3d
Senior Project Manager – Technical Delivery (SRS)
Cardiff Metropolitan University —Cardiff
- £53,301 - £61,759 a year
- Full-time
- Agile
- Leadership
- Communication skills
- Annual leave
3d
Senior Food Technologist
Cardiff Metropolitan University —Cardiff
- £45,413 - £51,039 a year
- Full-time
- Project management
- School
- Time management
- Annual leave
Senior Service Engineer
Nationwide Platforms —Cardiff
- Customer service
- Supervising experience
- Mechanical knowledge
Corporate Tax Manager
Kilsby Williams Chartered Accountants —Newport
- Hybrid work
- Tax experience
Workshop Service Engineer
Nationwide Platforms —Cardiff
- Monday to Friday
- Microsoft Outlook
Industrial Program Manager
Safran —Cwmbran
- Full-time
- Analysis skills
- Travel
- Leadership
- Employee assistance programme
Associate Solicitor (Private Client)
Howells Legal Limited —Cardiff
- Full-time
- Supervising experience
- Bachelor's degree
- Mentoring
- Annual leave
- Referral programme
Quick apply
M&E Cost Manager / Senior Cost Manager
Rider Levett Bucknall —Cardiff
- Full-time
- Hybrid work
- Gym membership
Quick apply
Accounts Assistant
BPU Chartered Accountants —Cardiff
- Full-time
- QuickBooks
- Communication skills
- Tax experience
- Flexible schedule
Social Worker - Multi Agency Support and Safeguarding Hub
Torfaen County Borough Council —Torfaen
- £39,152 - £45,091 a year
- Full-time
- English
- Care plans
13d
Audit and Accounts Senior
BPU Chartered Accountants —Cardiff
- Full-time
- Communication skills
- Flexible schedule
Fleet Administrator
GXO Logistics —Bristol
- £30,300 a year
- Full-time
- Microsoft Office
- Communication skills
- Annual leave
- Employee assistance programme

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Wealth Administrator Assistant

Royal Bank of Canada -
Cardiff

Apply Now

Job details

Full-time
8 days ago

Qualifications

Microsoft Outlook
Customer service
Microsoft Office

Full job description

Job Description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator Assistant to join our high performing Wealth Management team in our Cardiff office.

In this pivotal role, you’ll be the backbone of our day to day client account operations, ensuring seamless administration and exceptional service delivery.

As part of the collaborative team of driven professionals, you’ll contribute to outstanding outcomes while embracing continuous learning and innovation.

This is a permanent, full-time role with 4 days in the office - perfect for someone who thrives in a flexible, relationship-driven environment.

What will you do?

Communicate with Wealth Managers and their Associates, providing support with administration duties.
Preparation and processing of all new client documentation and amendments.
Monitor transfers of assets/cash from other institutions.
Support ISA subscriptions and transfers.
Processing of payments 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.
Adhering to Conduct Risk standards.
Communicate with external Financial Advisers
Meeting room preparation and general front of house support

What do you need to succeed?

Must-have

Experience in administration.
Excellent attention to detail.
Ability to work on own initiative to achieve required results.

Nice-to-have

Intermediate knowledge of Office 365 Suite and Outlook.
Willingness 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. 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.

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.

#RBCBD

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:

2 CENTRAL SQUARE:CARDIFF

City:

Cardiff

Country:

United Kingdom

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-05-27

Application Deadline:

2026-06-10

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply Now

Refine Your Search

wealth manager jobs in cardiff, crf

Wealth Administrator Assistant

Client Services Manager

Community Engagement Manager

Programme Management Office (PMO) Co-ordinator (SRS)

PR Manager

Private Markets Investment Administrator

Wealth Paraplanner

Programme Management Office (PMO) Lead (SRS)

Senior Project Manager – Technical Delivery (SRS)

Senior Food Technologist

Senior Service Engineer

Corporate Tax Manager

Workshop Service Engineer

Industrial Program Manager

Associate Solicitor (Private Client)

M&E Cost Manager / Senior Cost Manager

Accounts Assistant

Social Worker - Multi Agency Support and Safeguarding Hub

Audit and Accounts Senior

Fleet Administrator

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