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 d
* o:
we do the right th
* ingwe are connec
* tedwe c
* arewe make a differe
nce
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 matern
ity.
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.
The Team Administrator (TA) 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 & precise understanding of all the processes and procedures that are undertaken within the administrative
team.
Line management is to the Administration Team Leader (ATL) within the region. The TA will be responsible for providing updates on ongoing work to the ATL on a regular
basis.
The main duties of t
he role:
Admin
* istrationOpen, scan and save post to cli
* ent filesAnswer & respond to client & introducer queries on the phone
* and emailStay on top of workflow queues and respond to
* requestsBook meetings for th
* e IM teamLiaise with appropriate teams for the effective onboarding of ne
* w clientsInitiate incoming and outgoing transfers, keeping the Investment Manager/ Portfolio Manager updated with progress
* regularlyInstruct internal transfers of cash and stock from one portfolio t
* o anotherComplete payment instructions from clients, including taking payment instructions and arranging call backs to clients, if
* requiredComplete client KYC data amendments and account am
* endments.Process ISA/ LISA/ JISA & Flexible ISA subs
* criptionsAssisting with meeting preparation, including printing and binding client and introducer reports and prese
ntations.
Risk M
* anagement
To contribute to an effective and positive risk management culture at the firm, taking responsibility for identifying, escalating and mitig
* ating risksComply with applicable rules and regulations as set out in our intern
al policies
Cl
* ient ServiceBuild relationships with introducers and their para-planning team, as well as with clients
of the team
Persona
* l DevelopmentParticipate in all training arranged internally & actively engage in the setting of your objectives to allow for persona
* l developmentExamination & qualification support currently under review and more information to come, this will include a guide on which exams we
can support.
Skills required to under
* take the role:Proven organisation, planning and prior
* itising skillsExtremely high level of atten
* tion to detailCan-do and growth mindset to p
* roblem solvingGood oral &
* written skillsConfidence to ask questions when unsure about something to ensure healthy resolu
* tion to issuesAbility to engage with diverse clients, Professional Advisers, Investment Managers, product providers & interna
* l stakeholdersTake owner
* ship of tasks.Have passion and energy to deliver successful outcomes for our advise
* rs and clientsTeam player with str
ong work ethic