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For Companies At a Glance
- Tasks: Support the team by managing client queries, booking meetings, and processing account amendments.
- Company: Join Brooks Macdonald, a top UK wealth management firm known for investment performance and client service.
- Benefits: Enjoy a diverse and inclusive culture with opportunities for growth and development.
- Why this job: Be part of a company committed to sustainability and making a positive impact in finance.
- Qualifications: Strong organisational skills, attention to detail, and a can-do attitude are essential.
- Other info: This is an entry-level contract role requiring office presence five days a week.
The predicted salary is between 28800 - 43200 £ per year.
Overview
Join to apply for the Team Administrator role at Brooks Macdonald.
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
- 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 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.
Seniority level
- Entry level
Employment type
- Contract
Job function
- Administrative
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Team Administrator employer: Brooks Macdonald
Contact Detail:
Brooks Macdonald Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly wealth management. Understanding the terminology and processes will help you engage confidently with clients and colleagues during interviews.
✨Tip Number 2
Demonstrate your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. Be ready to discuss specific situations where your attention to detail made a difference.
✨Tip Number 3
Showcase your ability to build relationships by preparing anecdotes about how you've successfully collaborated with diverse teams or clients. This will highlight your interpersonal skills, which are crucial for this role.
✨Tip Number 4
Research Brooks Macdonald's commitment to sustainability and responsible investing. Being knowledgeable about their values will not only impress during your interview but also show that you're aligned with their mission.
We think you need these skills to ace Team Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of the Team Administrator role. Emphasise your organisational skills, attention to detail, and ability to engage with clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your previous experiences have prepared you for the tasks outlined in the job description.
Highlight Relevant Skills: In your application, clearly outline your proven organisation, planning, and prioritising skills. Provide examples of how you've successfully managed workflows or client interactions in the past.
Showcase Your Mindset: Demonstrate your can-do attitude and growth mindset in your application. Share instances where you've solved problems or taken ownership of tasks, as this aligns with the company's values.
How to prepare for a job interview at Brooks Macdonald
✨Showcase Your Organisational Skills
As a Team Administrator, you'll need to demonstrate your ability to organise and prioritise tasks effectively. Be prepared to discuss specific examples from your past experiences where you successfully managed multiple responsibilities or projects.
✨Highlight Attention to Detail
Given the importance of accuracy in this role, make sure to emphasise your high level of attention to detail. You could mention instances where your meticulousness helped avoid errors or improved outcomes in previous roles.
✨Demonstrate a Can-Do Attitude
Employers love candidates who approach challenges with a positive mindset. Share examples of how you've tackled problems creatively or taken initiative in your previous positions, showcasing your growth mindset.
✨Prepare for Client Interaction Scenarios
Since the role involves liaising with clients and stakeholders, be ready to role-play or discuss how you would handle various client queries. This will show your confidence and ability to engage effectively with diverse individuals.