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Administrator

4 months ago

Shrewsbury, 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.**

**About this opportunity**:
A fantastic opportunity has arisen for an Administrator to join our Shrewsbury Investment Management team. Within this role you will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities.

**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 perform

**Skills**:

- Willing to work to obtain qualifications relevant to the role.
- Previous administration experience is desirable - additional training will be provided.
- Intermediate knowledge of MS Word/Excel/Outlook preferred.
- Genuine interest in the Wealth Management sector, with a willingness to develop knowledge of own department, the wider business, and the Financial Services sector.
- Completes all work according to procedures and standards.
- Good attention to detail and double-checks the accuracy of information and work provided.
- 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.
- Assists team members as required and works effectively with colleagues.
- Asks for support to improve understanding and to complete tasks where necessary.
- Collaborative and inclusive approach to work
- Adapts to change quickly and easily
- Shows willingness to learn new approaches to accomplishing work activities
- Demonstrates the BD Values

**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

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 Types**: Full-time, Permanent

**Salary**: £26,000.00-£28,500.00 per year

**Benefits**:

- Company pension
- Employee discount
- Wellness programme

Schedule:

- Day shift
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme
- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Shrewsbury: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Shrewsbury

Reference ID: 17117