Team Administrator

The Team Administrator delivers administrative service & support to Investment Managers, Portfolio Managers, clients, introducers and responds to requests from the 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
• Complete client KYC data amendments and account amendments.
• Process ISA/ LISA/ JISA & Flexible ISA subscriptions
• Assisting with meeting preparation, including printing and binding client and introducer reports and presentations.
• Provide updates on ongoing work to the regional Senior Portfolio Assistant on a regular basis
• 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

Knowledge, Skills and Experience:

• Proven organisation, planning and prioritising skills
• Extremely high level of attention to detail
• Can-do and growth mindset to problem solving
• Good communication skills
• Confidence to ask questions when unsure about something to ensure healthy resolution to issues
• Ability to engage with diverse clients, Professional Advisers, Investment Managers, product providers and internal stakeholders
• Ability to take ownership of tasks
• Possess a passion and energy to deliver successful outcomes for our advisers and clients
• Ability to work effectively within a team

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. Collaboration and knowledge-sharing is important to us as a firm, and we value different ways of working. In this role, employees are required to be in the office five days a week.