Rbc Brewin Dolphin

**Job Summary**

**What is the opportunity?**

We have an exciting opportunity for an Administrator to join either our Ipswich or Norwich office on a permanent basis. The Administrator will provide a robust administration function to the financial planning team in an efficient and timely manner.

**What will you do?**
- Support Financial Planners/Paraplanners in production of suitability reports.
- Complete all work according to procedures and standards.
- Collate and verify the accuracy of information and work provided.
- Assist in preparation of review and new client meetings.
- Assist the wider team as required and works effectively with colleagues.
- Support business development with brand awareness and attending events with local professionals.
- Interaction with clients and third parties should be maintained with Brewin Dolphin’s conduct and professionalism standards.

**What do you need to succeed?**

**Must-have**
- Relevant GCSE qualifications.
- Accuracy and attention to detail.
- Strong numerical skills.
- Clear and concise communication skills - oral and written.

**Nice-to-have**
- An understanding of financial planning, client advice processes and industry knowledge.

**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.
- 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.
- Flexible working options fully supported.

**Agency Notice**
- RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only_ pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay _fees related to unsolicited resumés. Please contact the Recruitment function for additio_nal _details._

**Job Skills**

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

**Additional Job Details**

**Address**:
23 MUSEUM STREET:IPSWICH

**City**:
Ipswich

**Country**:
United Kingdom

**Work hours/week**:
35

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-01-23

**Application Deadline**:
2025-02-06

**I**nclusion** and Equal Opportunity Employment**

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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