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Administrator

4 months ago

Newcastle upon Tyne, 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.

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.

**Operations**

In Operations there are 15 teams with a total of c260 staff across three locations (Edinburgh, Newcastle and London). Operations support the RBC Brewin Dolphin client life-cycle by providing excellent administrative and technical support to our branches and client-facing executives.

We are looking to recruit dynamic individuals who are interested in pursuing skills within a professional financial environment. There is a strong team ethic both within this department and across the wider firm to ensure we provide an exemplary service to our clients.

**About this opportunity**:
This will be a full time (35hrs per week, working Monday-Friday) role on a permanent basis, based within our Newcastle office. Please ensure you can commute to the office 5 days a week.

An opportunity to join a fantastic team, supporting accurate administration across the Brewin Dolphin sectors as well as a chance to join a world leading financial company within the Financial Planning Administration team.

Financial Planning is a service designed to address a client’s wider financial needs such as their retirement goals, estate planning, structured tax planning and protection. Our Financial Planners work alongside our Investment Managers to complement their specialist investment goals, or independently to consider their broader, holistic needs. Within the Financial Planning Administration team you will assist our Financial Planners with new business processing, amend existing business, process and scan incoming mail from providers, in addition to completing changes of client data records, keeping providers updated with the changes. You will need excellent attention to detail, ability to follow procedures accurately, whilst using your own initiative.

You must be able to work well with others and have strong communication skills. Product knowledge would be preferable, but is not essential as training will be provided, with ongoing coaching and support. The role is fast paced and the ability to adapt well to change is essential.

**Skills required**:

- Strong numeracy, analytical and problem-solving skills
- Strong Microsoft Office skills
- The ability to cope in high-pressure environments
- Ability to work independently and as part of a team
- Adaptability to change
- Professional and effective written and oral communication skills
- Excellent attention to detail, maintaining accuracy
- Client-focused and positive can-do attitude
- Organised and able to prioritise workloads with effective time management skills
- Previous administration experience would be advantageous

**Responsibilities Include**:

- Escalate any issues as appropriate to management in a timely manner
- Take ownership for your personal and professional development
- Carry out all administrative duties in line with RBC Brewin Dolphin procedures
- Identify continuous improvements in working practices
- Provide an excellent client service, delivering in line with expectations and keeping all stakeholders updated
- Support delivery of projects where appropriate
- Understand the team goals and the relationship to wider RBC Brewin Dolphin processes
- Contribute to a positive working environment, demonstrating the RBC Brewin Dolphin values
- Always maintain client confidentiality
- Provide support to other team members as required and carry out other relevant duties as required from time to time

**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.**

**Job Type**: Permanent

**Salary**: From £24,000.00 per year

**Benefits**:

- Company pension
- Employee discount
- Enhanced maternity leave
- Life insurance
- Private medical insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

Application deadline: 24/03/2024
Reference ID: 17638