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Wealth Administrator

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Brewin Dolphin

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Location:
United Kingdom , Manchester

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Manchester office on a 12 month fixed term contract. The successful candidate will play an integral role in the day-to-day ongoing administration of client’s accounts. This is a busy and varied role and no two days will be the same. You will be providing the best possible service to our colleagues and clients as part of a cohort of likeminded individuals, who strive to achieve great results while constantly learning and adapting to improving systems and working practises.

Job Responsibility:

  • Communicate with Wealth Managers and their Associates, providing support with administration duties
  • Preparation and processing of all new client documentation and amendments
  • Monitor transfers of assets/cash from other institutions
  • Support ISA subscriptions and transfers
  • Processing of payments clients
  • Liaise with colleagues within Business Support regarding administration of client accounts
  • Ensure client details and reviews are recorded correctly on systems
  • General record keeping and electronic filing
  • Adhering to Conduct Risk standards

Requirements:

  • Experience in administration within the discretionary wealth management sector preferred
  • Intermediate knowledge of Office 365 Suite and Outlook essential
  • Excellent attention to detail
  • Proactive individual

Nice to have:

Awareness of MiFID II legislative framework

What we offer:
  • Leaders who support your development through coaching and managing opportunities
  • Opportunities to work with the best in the field
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team

Additional Information:

Job Posted:
January 06, 2026

Expiration:
January 19, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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