09 Oct
Brewin Dolphin
Birmingham
Job details
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Job type
- Fixed term contract
Location
Birmingham
Benefits
Pulled from the full job description
- Company pension
Full job description
RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds
We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations.
Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning.
About this opportunity:
We have an exciting opportunity to join the team in Birmingham as a Financial Planning Administrator on a 12 month fixed term contract.
In this role 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.
Responsibilities Include:
- Communicating with Financial Advisers and clients
- Preparation and processing of all new client documentation and amendments
- Monitoring of transfers of assets/cash from other institutions
- ISA subscriptions and transfers
- Processing of payments clients
- Liaising with colleagues within Business Support regarding administration of client accounts
- Ensuring client details and reviews are recorded correctly on systems
- General record keeping and electronic filing
- Adhering to Conduct Risk standards
This list is not exclusive and there may be additional duties to be undertaken.
Skills / Experience:
Experience:
- Intermediate knowledge of MS Word/Excel/Outlook preferred.
- Ability to type preferred but not essential
Skills:
- Good attention to detail, maintaining accuracy when completing written and numerical based tasks.
- Clear and concise communication skills – oral and written, with ability to communicate professionally with clients and colleagues. 3 Date Job Description last updated: 30 April 2021 By whom: Linda Cartwright
- Takes accountability for own work, with ability to meet deadlines/work within restricted timescales
- Able to prioritise workload and identify when they need support to achieve goals.
- Flexible and reliable team member and willing to support more junior and senior members of the team as required.
RBC Brewin Dolphin is proud to be an equal opportunity employer. We are committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation, and disability. If you have particular requirements in relation to accessibility or mobility during the recruitment process, please let us know and we will do our best to make suitable adjustments.
To start your journey with us, please click the “Apply” button below. The closing date for applications is 16/10/2024.
Some of our vacancies receive high numbers of applications and we may decide to close this sooner, so we would encourage you to apply as early as possible.
▶️ Career Opportunities: Financial Planning Administrator (18064)
🖊️ Brewin Dolphin
📍 Birmingham