Who we are: We are one of the UK's leading Wealth Managers. We provide a range of innovative wealth and investment management services focused on addressing our customers' needs via a network of offices across the UK, Ireland, and the Channel Islands.
Our team: Our South West offices have teams based across Exeter, Plymouth and Truro. Our collaborative approach means that we work closely together to provide a high-quality service to our clients across the South West and beyond. Our office has a great track record as a growing business and for developing talented individuals. You will be working alongside the existing Administrators who support the Investment Managers who manage investment portfolios for individuals, families and pension funds to protect and grow their wealth.
We pride ourselves on building trusting relationships with all our clients as they are at the heart of everything we do. While we work hard, we believe it is important to have a balanced approach and there are regular opportunities to take part in wellbeing, charity and sporting events with your colleagues if you would like to.
About this opportunity:
We have an exciting permanent opportunity to join our team in the South West as an Assistant Administrator within the Intermediary Investment Management team. The role is offered on a full-time basis, however part-time would be considered and we are happy to talk to candidates about what type of working pattern that could look like for you. The role offers lots of potential for progression in both administration and within the rest of the business.
What you will be doing:
· Dealing with external queries from clients and adviser, and passing onto the relevant team member
· Preparing and sending client correspondence and documentation
· Assisting with the processing of all new client documentation and amendments
· Monitoring and recording of cash receipts
· ISA subscriptions and managing bulk cash transfers
· Processing payments to clients, providers and internally
· 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
· Using a variety of applications throughout the Microsoft package as well as our different in house systems
· Adhering to Conduct Risk standards
What you will bring:

• We don't require prior financial services experience, but we are searching for a dedicated individual who would be interested working in the Wealth Management Sector and enjoy a varied role
• We are looking for someone with previous administration experience, but we will provide training to bring you up to speed with our business, systems and processes
• Knowledge and experience of the various applications across the Microsoft Suite with a strong emphasis on Excel
• RBC Brewin Dolphin has a collaborative culture, and you will collaborate with multiple teams across our three offices. As a result, we value teamworking abilities
• We’re looking for people who pay attention to detail and maintain accuracy throughout their work
• Whilst client interaction will be limited initially, we value good communication and people skills

RBC 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 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 start your journey with us, please click the “Apply” button below. The closing date for applications is 04/10/2024. 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.
Job Types: Full-time, Part-time
Pay: Up to £28,000.00 per year
Expected hours: No less than 30 per week
Benefits:

• Company pension
• Cycle to work scheme
• Employee discount
• Health & wellbeing programme
• Private medical insurance
• Sick pay
• Work from home

Ability to commute/relocate:

• Exeter: reliably commute or plan to relocate before starting work (required)

Work authorisation:

• United Kingdom (required)

Work Location: Hybrid remote in Exeter
Reference ID: 18046