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 see an opportunity to lead the way within our sector in relation to sustainability and responsible investing. We have set a target for our direct footprint to be Net Zero by 2030 and continue to enhance our approach to responsible investment, which includes offering a dedicated service for clients with values-based objectives.
We offer fulfilling careers in an inclusive culture that values diversity, ambition, and rewards high performance. 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. We’re committed to promoting equal employment opportunities and positively encourage applications regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status, or pregnancy and maternity.
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Collaboration and knowledge-sharing is important to us as a firm, and we value different ways of working. Employees are required to be in the office three days a week, with flexibility to work from home on the other two days.
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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