Financial Planning Administrator

**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**:
We have an exciting opportunity for a Financial Planning Administrator to join our Cardiff Financial Planning team on a permanent basis. Within this role 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.

**Responsibilities Include**:
General administration to 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 be undertaken

**Skills/Qualifications**:

- 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 preferred.
- 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.
- Ability to work on own initiative to achieve required results
- Collaborative and inclusive approach to work
- Adapts to change quickly and easily
- 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**: £22,000.00-£26,000.00 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:

- Cardiff, CF10 5BT: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Administration: 2 years (required)
- Financial services: 1 year (preferred)

Reference ID: 16779