Administrator

1 week ago


Lincoln, United Kingdom Brewin Dolphin Full time

**What is the opportunity?**

Based on the outskirts of Lincoln, our friendly office is a small but busy team who work closely and collaboratively together to provide a high-quality service to our clients across Lincolnshire and beyond.

Our team has a great track record where we pride ourselves on growing the business by building trusting relationships with all our clients and managing investment portfolios for individuals, families, and pension funds to protect and grow their wealth. We work hard as a team and believe it is important to have a balanced approach and there are regular opportunities to take part in wellbeing, charity, and social events with your colleagues if you wish.

As an Administrator, you will be assisting with the day-to-day administration for the office. You will provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team

.**What will you do?**
- 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

**What do you need to succeed?**

**Must-have**
- Previous administration experience is essential - additional training will be provided.
- Good attention to detail, maintaining accuracy when completing written and numerical based tasks.
- Clear and concise communication skills - oral and written, with ability to communicate professionally with clients and colleagues.
- 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.
- Flexible and reliable team member and willing to support more junior and senior members of the team as required.

**Nice-to-have**
- Intermediate knowledge of MS Word/Excel/Outlook preferred.

**What is in it for you?**

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Opportunities to work with the best in the field
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible working options fully supported.

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

Pay: Up to £30,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Employee discount
- Health & wellbeing programme
- Private medical insurance
- Sick pay
- Work from home

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Lincoln, LN6 3SE


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