At a Glance
- Tasks: Support the Intermediaries team in achieving client satisfaction and operational efficiency.
- Company: Join a leading Wealth Management firm with a focus on growth and innovation.
- Benefits: Coaching, managerial opportunities, and a chance to work with top talent.
- Other info: Dynamic role with opportunities for professional development and career growth.
- Why this job: Make a real impact in a collaborative and high-performing environment.
- Qualifications: Strong communication skills and attention to detail are essential.
The predicted salary is between 30000 - 40000 £ per year.
What is the opportunity? The Chief Administration Office (CAO) supports the Wealth Management Europe (WME) business lines through three core principles: Protect, Sustain, and Grow. Protect implements effective first‑line controls and processes within the Advice business to ensure good client outcomes. Sustain acts as the first point of contact between Front Office and Client Facing Teams (CFT), identifying and triaging issues that impact business productivity and performance. Grow identifies process‑related opportunities to increase capacity for CFTs to pursue new business, including ensuring high‑quality data availability, delivering front‑office change projects, and providing training.
Job Description This role reports to the Intermediaries Office Senior Administrator and will support the Intermediaries business in delivering the team’s objectives and supporting new initiatives. The Intermediaries Office Administrator will work closely with colleagues in the Intermediary Channel, including Business Development Managers and Sales Support. The role holder will provide operational support and develop a deep understanding of Intermediary BAU processes, and will support Senior Administrators, Intermediary Operations Manager, and Business Engagement & Initiatives Manager with change initiatives and process efficiency.
Key Responsibilities
- Support the Intermediaries Office team in achieving good client outcomes, exceeding expectations, and keeping stakeholders informed.
- Operate in a culture of continuous improvement.
- Run the monthly Managed Portfolio Service (MPS) rebalancing process to successful completion.
- Assist Senior Administrators with oversight and maintenance of all relevant mailboxes, ensuring timely escalation and SLA compliance.
- Support onboarding of Intermediary Firms in accordance with Client Due Diligence Standards and regulatory requirements, including Anti‑Money Laundering regulations.
- Take detailed notes and actions from daily team meetings.
- Assist with key tasks related to the maintenance of MPS platforms, including fee changes, firm permissioning, and payment reconciliation.
- Follow the Intermediaries Handbook and processes, ensuring a ‘Right First Time’ approach to all tasks.
Qualifications
Must‑have
- Strong verbal and written communication skills.
- Numerate and able to define MI fit for purpose.
- Excellent attention to detail.
Nice‑to‑have
- Experience in investment management, asset management, private wealth, or a bank with skills relating to Client Due Diligence.
- Knowledge of investment and fund management.
- Front‑office operations knowledge.
- Degree‑level education.
- Ability to multi‑task.
Benefits and Opportunities
- Leadership that supports development through coaching and managerial opportunities.
- Chance to work with top talent in the field.
- Opportunity to make a lasting impact.
- Collaborative, progressive, and high‑performing team environment.
Intermediaries Office Administrator in Newcastle upon Tyne employer: RBC Brewin Dolphin
As an Intermediaries Office Administrator at our Newcastle upon Tyne location, you will thrive in a collaborative and high-performing team environment that prioritises continuous improvement and client satisfaction. We offer robust leadership support for your professional development, alongside opportunities to work with top talent in the wealth management sector, ensuring you can make a meaningful impact while advancing your career.
