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 an Administrator to join our successful Birmingham Financial Planning team on an 18-month fixed term contract. Ensuring you provide a robust administration function to the team in an efficient and timely manner as part of your daily responsibility is essential. Within this role you will need to provide support to senior colleagues with various tasks to ensure smooth running of the team. Responsibilities Include: Communicating with Financial Advisers and client professionally Receiving and acting on instructions from advisers and paraplanners following client meetings Preparing client files and documentation for adviser meetings Preparing and processing new business in an accurate and timely matter Liaising with clients and product providers on outstanding documents and queries. Monitoring of transfers of assets/cash from other institutions 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 Skills: 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. 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. To apply for this role, please click the “Apply” button below. The closing date for applications is 17/08/2022.  Some of our vacancies receive high numbers of applications and we may decide to close this sooner, so we would encourage you to apply as early as possible. This employer is a corporate member of myGwork - LGBTQ+ professionals, the business community for LGBTQ+ professionals, students, inclusive employers & anyone who believes in workplace equality.

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Job Overview

ID:

655423

Date Posted:

Posted 5 days ago

Expiration Date:

05/09/2022

Location:

Birmingham

Salary:

Competitive

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