Senior Administrator

19 hours ago


Cardiff, Cardiff, United Kingdom Brewin Dolphin Full time

About Us

RBC Brewin Dolphin is a leading provider of discretionary wealth management services in the UK, offering personalized solutions to over 100,000 account holders.

Our Opportunity

We are seeking a Senior Administrator to join our Cardiff office, responsible for day-to-day administration and general support for the team. The ideal candidate will have experience in financial services administration and a strong focus on delivering excellent client service.

Key Responsibilities

  • Communicate with financial advisers and clients to ensure seamless service delivery
  • Prepare and process new client documentation and amendments
  • Monitor transfers of assets and cash from other institutions
  • Process ISA subscriptions and transfers
  • Liaise with colleagues in Business Support to administer client accounts
  • Ensure accurate recording of client details and reviews on systems
  • General record keeping and electronic filing
  • Adhere to Conduct Risk standards

Additional Tasks

  • Support business development activities
  • Run projects for the office and demonstrate leadership skills

Requirements

  • Previous administration experience in financial services
  • Intermediate knowledge of MS Word, Excel, and Outlook
  • Excellent attention to detail and communication skills
  • Ability to meet deadlines and work under pressure
  • Flexible and reliable team member

What We Offer

We provide a supportive and collaborative work environment, with opportunities for professional growth and development. If you are a motivated and organized individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.


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