Administrator

3 weeks ago

Cheltenham, United Kingdom Brewin Dolphin Full time

**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. With over 30 offices across the UK and Ireland this enables us to combine the best of local understanding with national scale and perspective.**

**About this opportunity**

We now have an opportunity for an Administrator to work in our Cheltenham or Bristol office and will work supporting both offices. This is a busy and varied role and no two days will be the same, you will be providing the best possible service to our colleagues and clients and strive to achieve great results while constantly learning and adapting to improving systems and working practises. You will already have some administration experience, financial services experience would be great but we are open to all experience; the job can be taught but the most important thing is the right attitude. You will have a positive attitude, happy to take on new things and think of new ways of doing things. We are looking for someone who wants a long term career in administration and in return we can offer you learning and development opportunities and a career path.

**Responsibilities**
- Communicating with Investment Managers and their assistants
- Monitoring of transfers of assets/cash from other institutions
- ISA subscriptions and transfers
- Preparing adhoc reports
- Arranging Payments
- Dealing with Fees
- Noting/Activating Power of Attorneys
- Dealing with various aspects of Probate administration
- General ongoing client administration
- Liaising with colleagues within Business Support regarding administration of client accounts
- General record keeping and electronic filing and adhering to Conduct Risk standards

**Skills**
- Proactive individual who is naturally efficient, organised, can manage their own time well and competent at working to deadlines
- The successful applicant will have excellent attention to detail, be numerically competent and have clear and concise communication skills
- Reliable and enthusiastic individual with a strong sense of integrity
- Experience in administration within the discretionary wealth management sector preferred
- Awareness of MiFID II legislative framework useful
- Intermediate knowledge of Office 365 Suite and Outlook essential

**About you**

We are looking for people with not only the right skills, but those who demonstrate our values* in how they approach their work and colleagues

**Genuine** - Shows empathy and understanding for the needs of clients and colleagues. Team worker demonstrating trust, respect, and integrity

**Expert** - Applies skills and knowledge to achieve objectives and makes the complex simple. Brings together the right people and grows expertise to get the best results for clients. Seeks continuous improvement

**Ambitious** - Works hard to be at their best. Embraces change for the better. Strives to do the best for clients and colleagues

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 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.

**Job Types**: Full-time, Permanent

**Salary**: From £25,000.00 per year

**Benefits**:

- Company pension
- Employee discount
- Paid volunteer time
- Private medical insurance
- Sick pay

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme
- Performance bonus

Work Location: Hybrid remote in Cheltenham, GL50 3PR

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