Portfolio Assistant - Front Office Administration

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

The Portfolio Assistant delivers administrative service and support to Investment 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

• Act as an escalated point of contact for complex technical queries from clients, Investment Managers, and IFAs.
• Build and maintain effective relationships with clients, introducers, and their paraplanning teams.
• Respond to client and introducer queries by phone and email in a timely and professional manner.
• Assist with the opening and ongoing maintenance of client portfolios.
• Handle key transactional activities, including processing payment instructions, initiating asset sales, and completing verification call backs where required.
• Manage workflow queues and action requests efficiently to ensure service levels are met.
• Update client KYC data and process account amendments as required.
• Maintain accurate, complete, and up to date administrative records, including opening, scanning, and saving incoming post to client files.
• Assist the Senior Portfolio Manager with day to day team management activities, including work checking and task allocation.

Knowledge, Skills and Experience

• A minimum of 3 years experience as an Administrator within Wealth or Investment Management is preferred.
• Strong interest in and understanding of the financial services industry.
• Excellent organisational, planning, and prioritisation skills.
• High level of attention to detail.
• Confident in engaging with a wide range of stakeholders, including clients, Professional Advisers, Investment Managers, product providers, and internal teams.
• Demonstrates ownership and accountability in completing tasks.
• Energetic and passionate about delivering positive outcomes for advisers and clients.
• Collaborative team player with a strong work ethic.