Description:
RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.
We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning.
Operations:
Financial Planning is a service designed to address a client's wider financial needs such as their retirement goals, estate planning, structured tax planning and protection. Our Financial Planners work alongside our Investment Managers to complement their specialist investment goals, or independently to consider their broader, holistic needs. Within the Financial Planning Administration team you will assist our Financial Planners with new business processing, amend existing business, process and scan incoming mail from providers, in addition to completing changes of client data records, keeping providers updated with the changes. You will need excellent attention to detail, ability to follow procedures accurately, whilst using your own initiative.
About this opportunity:
This will be a full time (35hrs per week, working Monday-Friday) role on a permanent basis, based within our Newcastle office.
An opportunity to join a fantastic team, supporting accurate administration across the RBC Brewin Dolphin sectors as well as a chance to join a world leading financial company within the Financial Planning Administration team.
You must be able to work well with others and have strong communication skills. Product knowledge would be preferable, but is not essential as training will be provided, with ongoing coaching and support. The role is fast paced and the ability to adapt well to change is essential.
Skills required:
- Strong numeracy, analytical and problem-solving skills
- Adaptable to change
- Ability to work independently and as part of a team
- Able to communicate professionally with all relevant stakeholders - both written and orally
- Good level of IT proficiency
- Understanding of the Financial Services sector is beneficial
- Client-focused
- Positive, can-do attitude
- Excellent attention to detail, maintaining accuracy
- Time management skills and dealing with conflicting priorities
- High level of commitment
- Ability to motivate self and use own initiative
- Previous administration experience would be advantageous.
Responsibilities Include:
- Understand and adhere to Risk & Control Framework and Policy Framework specific to the role in Operations.
- Ensure work is produced to a high level of accuracy and in a timely manner and to relevant SLAs (where defined) or Operations standards
- Carry out all administrative duties where required in line with RBC Brewin Dolphin procedures
- Support delivery of team plans via accurate recording of work in appropriate tools e.g. ActiveOps and ensuring Skills Matrix is reflective of current skillset
- Support line manager in ensuring departmental guides, processes and procedures are worked from and kept up to date
- Escalate any issues as appropriate to management in relation to daily workload completion a timely manner.
- Support production of accurate MI and reporting as defined within role
- Understand the team goals and the relationship to wider group strategy
- Identify and highlight opportunities for simplification / innovation via continuous improvements in working practices, in conjunction with the Operations Change & Improvement team
- Support delivery of projects where appropriate.
- Participate and contribute to Team meetings
- Help our clients thrive by providing an excellent client service, delivering against expectations and keeping all stakeholders updated.
- Act with integrity by ensuring client confidentiality at all times
- Ensure adherence to all Company Policies and Regulatory Codes of Conduct, ensuring relevant standards and consequence management are applied as appropriate
- Contribute to a positive working environment and act as a role-model in line with group values encouraging colleagues to speak up for the good of RBC.
RBC Brewin Dolphin is proud to be an equal opportunity employer. We are committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation and disability. If you have particular requirements in relation to accessibility or mobility during the recruitment process, please let us know and we will do our best to make suitable adjustments.
To apply for this role, please apply below and one of our recruitment team will reach out to you with the next steps . The closing date for this role is 07/05/2024. However, some of our vacancies receive high numbers of applications and we may decide to close this sooner, so we would encourage you to apply as early as possible.