Career Opportunities: Administrator

4 weeks ago


Bath, 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 role**:

- We are looking for a skilled Administrator to join our team in Bath.- 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.**Key responsibilities**:
- Working within a small team to support a designated Financial Planner and Paraplanner
- Providing a robust administration function to the wider financial planning team in an efficient and timely manner
- Liaising with both third-party companies, and internal teams-
- 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**Qualification and experience**:
- Willing to work to obtain qualifications relevant to the role.
- Previous administration experience is essential - additional training will be provided.
- Intermediate knowledge of MS Word/Excel/Outlook essential.
- Demonstrates responsibility for achieving own goals and willing to assist with the achievement of office goals.
- Excellent attention to detail when completing written and numerical based tasks.
- Monitors quality of own work and completes with mínimal supervision.
- Clear and concise communication skills - oral and written.
- Ability to meet deadlines/work within restricted timescales.
- Flexible and reliable team member, acting as a role model for more junior team members.
- Finds opportunities to proactively support and share knowledge with others for the benefit of the team.
- Ability to work on own initiative to achieve required results.
- Strong focus on continuous improvement, with the ability to seek opportunities to improve processes and procedures, consults others and acts accordingly.
- Collaborative and inclusive approach to work
- Anticipates and prepares for change. Makes suggestions for increasing effectiveness through change. Shifts priorities according to changing demand.
- Demonstrates the BD Values**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.



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