Brooks Macdonald
Team Administrator
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Team Administrator
Brooks Macdonald Group plc
Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK. We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.
Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do: we do the right thing we are connected we care we make a difference
We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients.
Role Overview
This Team Administrator role will be a permanent role, the ideal candidate will deliver administrative service and support to Investment Managers, Portfolio Managers, clients, introducers and responds to requests from supporting functions. This is achieved by having a clear and precise understanding of all the processes and procedures that are undertaken within the administrative team.
Role Responsibilities
- Open, scan and save post to client files
- Answer and respond to client and introducer queries on the phone and email
- Stay on top of workflow queues and respond to requests
- Book meetings for the IM team
- Liaise with appropriate teams for the effective onboarding of new clients
- Initiate incoming and outgoing transfers, keeping the Investment Manager/ Portfolio Manager updated with progress regularly
- Instruct internal transfers of cash and stock from one portfolio to another
- Complete payment instructions from clients, including taking payment instructions and arranging call backs to clients, if required
- Complete client KYC data amendments and account amendments
- Process ISA/ LISA/ JISA and Flexible ISA subscriptions
- Assist with meeting preparation, including printing and binding client and introducer reports and presentations
- Build relationships with introducers and their para-planning team, as well as with clients of the team
- Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules
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Knowledge, Skills and Experience
- Experience in a similar role as a Team Administrator within Wealth or Investment Management preferred but not essential
- Demonstrable interest in and understanding of financial services
- Proven organisation, planning and prioritising skills
- Demonstrable level of attention to detail
- Ability to engage with diverse clients, Professional Advisers, Investment Managers, product providers and internal stakeholders
- Possess a passion and energy to deliver successful outcomes for our advisers and clients
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We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week.
We’re committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.
If you are a highly motivated individual, who is looking for a challenging but rewarding career, we want to hear from you. Introduce yourself to our recruitment team and we'll get in touch if there's an opportunity that seems like a good match.
We help all our people to meet their full potential through innovative, effective and engaging experiences. We know there’s no better way to learn and develop than through hands-on experience and everyday challenges, blended with formal learning, and we encourage everyone to take ownership of their personal and professional development.
Nurturing our employees to reach their full potential is central to our success as a business. We offer our employees support with their ongoing development through a number of initiatives including professional qualifications, and training and development programmes.
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