Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide essential admin support to Investment Managers and clients, ensuring smooth operations.
- Company: Join a leading UK wealth management firm committed to sustainability and client service.
- Benefits: Flexible working options, inclusive culture, and opportunities for career growth.
- Why this job: Make a real difference in financial services while developing your skills in a dynamic environment.
- Qualifications: Experience in admin roles preferred; passion for finance and strong organisational skills required.
- Other info: Collaborative team atmosphere with a focus on diversity and equal opportunities.
The predicted salary is between 30000 - 40000 £ per year.
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 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. 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 6 month FTC, the ideal candidate will deliver administrative service and support to Investment Managers, Portfolio Managers, clients, introducers and respond 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
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
Team Administrator in Birmingham employer: Brooks Macdonald
Contact Detail:
Brooks Macdonald Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Administrator in Birmingham
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their commitment to sustainability and client service, and think about how your skills as a Team Administrator can contribute to that mission.
✨Tip Number 3
Practice your responses to common interview questions. Focus on your organisational skills and attention to detail, as these are key for the role. We recommend doing mock interviews with friends or using online resources.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team at Brooks Macdonald Group.
We think you need these skills to ace Team Administrator in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Team Administrator role. Highlight any relevant experience in wealth or investment management, and don’t forget to showcase your organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial services and how you align with our guiding principles. Keep it concise but engaging – we want to see your personality!
Showcase Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. A well-presented application shows us you care about quality and professionalism.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Brooks Macdonald
✨Know Your Stuff
Make sure you understand the basics of wealth management and investment services. Familiarise yourself with Brooks Macdonald Group plc's values, especially their commitment to sustainability and responsible investing. This will show that you're not just interested in the role, but also in the company's mission.
✨Showcase Your Organisation Skills
As a Team Administrator, organisation is key. Prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure nothing slips through the cracks.
✨Engage with the Interviewers
Don’t just answer questions; engage in a conversation. Ask insightful questions about the team dynamics, the onboarding process for new clients, or how they measure success in this role. This shows your enthusiasm and willingness to be part of the team.
✨Demonstrate Attention to Detail
In this role, attention to detail is crucial. Bring along a few examples of how you've maintained accuracy in your previous roles, whether it’s through managing client data or preparing reports. Highlighting this skill will reassure them that you can handle the responsibilities of the position.