Hybrid Wealth Admin & Client Services Specialist

Brooks Macdonald; Altrincham; Hybrid; GBP 21,000 - 32,000; Full time

Job summary

Brooks Adroit, part of the Brooks Macdonald Group, is seeking an Administrator in our wealth management team in Altrincham. You will support new business processing, client record keeping and document preparation, liaising with advisers and providers to ensure accurate information is captured.

You should have experience in wealth management administration, strong organisation, and proficiency with MS Office and Intelliflo.

Qualifications

• Experience in a similar role as an Administrator within Wealth Management.
• Demonstrable interest in and understanding of financial services.
• Proven organisation, planning and prioritising skills.
• Excellent time management and communication skills.

Responsibilities

• Prepare application forms and documents for first and second meetings with new clients.
• Process new business including liaising with clients and providers to ensure accurate information.
• Print and issue copies of reports.
• Assist with establishing Personal Injury Trusts and opening Trust Bank Accounts.
• Handle client top-ups to investments and provide progress updates.

Skills

Organization

Attention to detail

Microsoft Office

Intelliflo

Communication

Client engagement

Time management

Tools

Intelliflo

Microsoft Office

Job description

Brooks Adroit, part of the Brooks Macdonald Group, is seeking an Administrator in our wealth management team in Altrincham. You will support new business processing, client record keeping and document preparation, liaising with advisers and providers to ensure accurate information is captured.

You should have experience in wealth management administration, strong organisation, and proficiency with MS Office and Intelliflo.