Administrator

Administrator

Job details

Here’s how the job details align with your profile.

Job type

- Full-time

Location

Northwich CW9 7TN

Full job description

OVERALL SUMMARY

Join Close Brothers Asset Management Intermediary Sales team where you will provide admin support to a range of clients, including; the Business Development Directors, Independent Financial Advisers, IFA firms, Fund Managers and Intermediary Clients.

RESPONSIBILITIES

- Issuing of literature and application forms
- Facilitate processing of all investment business/ensuring that all paperwork has been correctly completed
- Producing Investment Proposals on behalf of the Business Development Director and IFA’s
- Producing confirmation letters






- Obtaining terms of business and due diligence for IFA firms and setting up agency agreements
- Account opening/database updates
- Processing regular payment and ad-hoc withdrawal requests
- Managing printing and posting requests
- Arranging online access for clients/advisers and dealing with any queries including resetting passwords
- Incoming letters, covering all aspects of client instruction and enquiries and ensuring the IFA is informed
- Dealing with information requests and providing valuations, performance and costs & charges
- Sending IO feeds and AUM information
- Reviewing fees and producing fee statements
- Providing statistics for monthly reporting
- Taking incoming calls
- General administration duties, filing, scanning etc.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

- Excellent attention to detail
- IT skills
- Team Player
- Good communication skills – verbal and written
- Excellent record keeping and reporting capabilities
- Proactive nature to gain efficiencies
- Ability to multi-task
- Demonstration of Initiative






- Ability to manage and prioritise own workload effectively

As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employees or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees,





please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

#LI-EM1

We are the Asset Management division of Close Brothers, a FTSE 250 leading UK merchant banking group. Our clients are professionals, business owners, individuals, families, and employers, who rely on our high-quality financial advice and investment services to preserve and grow their long-term savings and investments.

We are based throughout the UK, employing circa 800 people across 11 offices. Through our widespread geographic footprint, we are able to achieve strong, long-term relationships with our clients,





by combining our understanding of the local regions we serve and face-to-face services.

We know that outstanding individuals help drive our business forward, deliver exceptional service for our clients and continue to build Close Brothers’ long standing reputation as a leading merchant banking group.

▶️ Administrator
🖊️ Close Brothers Group
📍 Rudheath