Senior Wealth Administrator Job at Brewin Dolphin (Bath)

Senior Private Banker

The Senior Private Banker (China Team) at Citi is responsible for managing relat...

Location

Hong Kong , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
extensive and proven experience in private banking having covered the UHNW market
extensive experience in working with and/or leading client teams and transactions
demonstrated track record in relationship selling
bachelor's/university degree, master's degree preferred

Job Responsibility

actively identify prospects and establish contact with them/convert prospects into clients
demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation
anticipate events in a client’s life and business which have significant financial implications
serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
effectively manage client expectations regarding what can and cannot be executed on their behalf
maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
uncover needs that are not articulated or clearly expressed by the client
bring together the product experts to develop long-term solutions to strengthen relationships with the firm
help clients achieve broad financial/investment goals related to the creation and management of wealth

What we offer

equal opportunity employer
reasonable accommodations for persons with disabilities
global benefits designed to support well-being, growth, and work-life balance

Fulltime

Practice Manager

We’re looking for an exceptional Practice Manager to join our Wealth Management ...

Location

United Kingdom , Lincoln

Salary:

Not provided

Streets Chartered Accountants

Expiration Date

Until further notice

Requirements

Proven experience in a similar role within wealth management, financial services, or mortgage services
Senior administration experience, ideally with team leadership responsibilities
Strong organisational skills and a self-starter mentality
Excellent communication and interpersonal skills, with the ability to build rapport swiftly and act as a trusted advisor
Experience managing workflow, systems, and procedures, with a keen eye for regulatory requirements
Knowledge of client management systems such as Salesforce
DIP PFS qualification preferred
Professional, discreet, and confident in all interactions

Job Responsibility

Oversee the day-to-day running of the practice, including people management, business processing, regulatory compliance, marketing, and client servicing
Provide high-level technical and administrative support to advisers and the Managing Director
Act as the escalation point for complex client queries, liaising with advisers, clients, and third parties
Ensure consistent and efficient performance from the team through effective management and process improvement
Deliver technical support and training to new and junior staff
Manage workflow, holiday bookings, and ensure all client documentation is complete and compliant
Oversee financial promotions, including updates to the company website
Track ongoing advice meetings and management information through the CRM
Drive continuous improvement in systems and processes to enhance efficiency and client service

What we offer

Comprehensive training package and ongoing learning opportunities to support your career development
Full exam support for Chartered Insurance Institute (CII) qualifications
25 days’ annual leave plus bank holidays
Following probation, this role could be 1 day per week working from home
Flexibility around start and finish times
Workplace pension scheme
Life assurance
Access to an Employee Assistance Programme (EAP)
Employee benefits scheme offering discounts from hundreds of retailers
Work in a vibrant, forward-thinking environment where your ideas are valued

Senior Trust Administrator

We are looking for a Senior Trust Administrator to join a respected firm special...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Extensive experience in trust administration, estate settlement, and fiduciary services
Strong understanding of trust accounting, investments, and estate or gift tax concepts
Proven ability to excel in a client-facing role within wealth management or financial services
Exceptional attention to detail and ability to work independently as well as collaboratively
Familiarity with financial planning, portfolio administration, and charitable remainder trusts
Proficiency in managing trust accounts and handling fiduciary operations
Knowledge of relevant tax regulations and trust-related legal requirements
Excellent communication and interpersonal skills to build lasting client relationships

Job Responsibility

Administer and oversee trust and estate accounts, ensuring compliance with regulations and accuracy in all transactions
Manage account activities such as distributions, cash flow operations, and asset transfers
Collaborate with investment, tax, and operations teams to deliver comprehensive client solutions
Support investment-related processes, including reporting and executing trades
Maintain meticulous documentation and safeguard the integrity of client records
Provide insights and recommendations on fiduciary matters to clients and stakeholders
Ensure adherence to trust accounting principles and estate planning strategies
Facilitate communication with clients to address inquiries and provide updates on account status
Monitor changes in laws and regulations affecting fiduciary services and implement necessary updates
Develop and maintain strong relationships with clients to foster long-term partnerships

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Senior Financial Services Administrator

Brook Street Recruitment is working on behalf of our Belfast client are looking ...

Location

United Kingdom , County Antrim

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Min of three years' experience in an IFA setting / wealth management firm- this is 100% essential
Strong organisational skills, attention to detail, and ability to manage multiple priorities.
Excellent written and verbal communication skills.
Proactive, self-motivated, and committed to ongoing professional development.
Thorough understanding of compliance requirements.

Job Responsibility

Support financial advisers and paraplanners with client servicing and administration
Communicate with clients to request information and provide updates on services
Process new business and client servicing transactions via provider systems
Prepare annual review packs and manage ongoing service requests
Maintain accurate client records
Liaise with providers to ensure smooth service delivery
Contribute to team meetings and participate in continuous improvement initiatives
Ensure compliance with FCA regulations and firm quality standards

Fulltime

Senior Financial Services Administrator

Brook Street Recruitment is working on behalf of our Belfast client are looking ...

Location

United Kingdom , Belfast

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Min of three years' experience in an IFA setting / wealth management firm- this is 100% essential
Strong organisational skills, attention to detail, and ability to manage multiple priorities
Excellent written and verbal communication skills
Proactive, self-motivated, and committed to ongoing professional development
Thorough understanding of compliance requirements

Job Responsibility

Support financial advisers and para planners with client servicing and administration
Communicate with clients to request information and provide updates on services
Process new business and client servicing transactions via provider systems
Prepare annual review packs and manage ongoing service requests
Maintain accurate client records
Liaise with providers to ensure smooth service delivery
Contribute to team meetings and participate in continuous improvement initiatives
Ensure compliance with FCA regulations and firm quality standards

Fulltime

Senior Financial Services Administrator

Brook Street Recruitment is working on behalf of our Belfast client are looking ...

Location

United Kingdom , County Antrim

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Min of three years' experience in an IFA setting / wealth management firm- this is 100% essential
Strong organisational skills, attention to detail, and ability to manage multiple priorities.
Excellent written and verbal communication skills.
Proactive, self-motivated, and committed to ongoing professional development.
Thorough understanding of compliance requirements.

Job Responsibility

Support financial advisers and para planners with client servicing and administration
Communicate with clients to request information and provide updates on services
Process new business and client servicing transactions via provider systems
Prepare annual review packs and manage ongoing service requests
Maintain accurate client records
Liaise with providers to ensure smooth service delivery
Contribute to team meetings and participate in continuous improvement initiatives
Ensure compliance with FCA regulations and firm quality standards

Fulltime

Investment Support Administrator

This is a process driven role with the purpose of generating switch forms throug...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience working towards and achieving productivity targets
Strong attention to detail and proven experience delivering this to a high standard
Experience with handling multiple tasks at any one time
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
Knowledge of financial products, including pensions, investments, and protection

Job Responsibility

Generate switch forms and accurately rebalance clients on platforms (where applicable), complete buy and sells and postal fund switch requests
Complete all tasks delegated by the Switch Team Supervisor and Senior Administrators to meet SLAs
Collation of switch document by selecting the appropriate recommendations made by Investment Research relating to Client investment holdings
Respond to telephone and inbox queries in relation to fund switches, escalating where necessary
Monitor and maintain accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards
Maintain a clear understanding of Consumer Duty
Strictly adhering to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Investment Support Administrator

This is a process driven role with the purpose of generating switch forms throug...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience working towards and achieving productivity targets
Strong attention to detail and proven experience delivering this to a high standard
Experience with handling multiple tasks at any one time
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
Knowledge of financial products, including pensions, investments, and protection

Job Responsibility

Generate switch forms and accurately rebalance clients on platforms (where applicable), complete buy and sells and postal fund switch requests
Complete all tasks delegated by the Switch Team Supervisor and Senior Administrators to meet SLAs
Collation of switch document by selecting the appropriate recommendations made by Investment Research relating to Client investment holdings
Respond to telephone and inbox queries in relation to fund switches, escalating where necessary
Monitor and maintain accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards
Maintain a clear understanding of Consumer Duty
Strictly adhering to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

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Senior Wealth Administrator

Job Description

Job Responsibility

Requirements

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What we offer

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