Team Administrator

Brooks Macdonald; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading wealth management firm is seeking a Team Administrator to join their Centralised Front Office Administration team in London. The role involves providing vital administrative support to Investment Managers and clients, managing client queries, and ensuring smooth workflow processes. Candidates should have strong organizational skills and a keen eye for detail, with a preference for those with experience in wealth management. This position offers a dynamic environment and the chance to engage with diverse stakeholders.

Qualifications

• Strong attention to detail and ability to prioritize tasks.
• Experience in wealth or investment management is preferred.
• Confident in engaging with a variety of stakeholders.

Responsibilities

• Deliver administrative support to Investment Managers and clients.
• Manage workflow queues and respond to client queries.
• Support clients throughout the bereavement process.

Skills

Organizational skills

Attention to detail

Communication skills

Client relationship management

Job description

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Head of Talent Acquisition at Brooks Macdonald

Brooks Macdonald are looking for a Team Administrator to join our Centralised Front Office Administration team in London.

Within this role, you will deliver 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:

• Open, scan, and save incoming post to client files
• Respond to client and introducer queries via phone and email in a timely and professional manner
• Manage workflow queues and action requests efficiently
• Initiate outgoing transfers and account closures
• Support clients’ families, estates, and solicitors throughout the full bereavement process
• Instruct internal transfers of cash and stock between portfolios
• Process client payment instructions, including arranging call-backs where necessary
• Update client KYC data and make account amendments as required
• Demonstrate strong oral and written communication skills
• Build and maintain relationships with introducers, their paraplanning teams, and clients
• Consistently perform duties in line with the FCA Conduct Rules and expected behaviours

Experience Required:

• Previous experience as a Team Administrator within Wealth or Investment Management is preferred, though not essential
• 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
• Familiarity with key bereavement processes is advantageous but not required
• 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

About Brooks Macdonald

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. Employees are required to be in the office three days a week, with flexibility to work from home on the other two days.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Financial Services, Investment Management, and Investment Advice

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