Wealth Administrator Job at Brewin Dolphin (London)

Wealth Administrator

Brook Street Recruitment is delighted to be working with a well-established clie...

Location

United Kingdom , Newtownards

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Minimum of 2 year's experience within the financial services industry
Working knowledge of pensions and investment products
Familiarity with FCA rules, guidance, and regulatory requirements relevant to the role
Strong organisational skills with excellent attention to detail
A friendly, enthusiastic, and self-motivated approach

Job Responsibility

Handling incoming telephone enquiries from clients and investment companies
Providing general administrative support and working closely with Financial Advisers
Sorting and scanning incoming mail
Contacting clients to arrange appointments
Preparing client portfolio packs
Liaising with Financial Advisers across the firm
Preparing, submitting, and tracking new business applications
Maintaining and updating the client database
Ensuring accurate and compliant record-keeping at all times

Fulltime

New

Wealth Paraplanner

We have a fantastic opportunity available for a Wealth Paraplanner to join our L...

Location

United Kingdom , London

Salary:

Not provided

Brewin Dolphin

Expiration Date

June 29, 2026

Requirements

CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts, offshore bonds, pensions etc)
Confidence with financial planning software and a knack for dissecting investments, tax strategies, and pensions
A team player who thrives in a fast-paced, progressive culture

Job Responsibility

Provide appropriate support for Wealth Managers / Financial Planners
Craft bespoke financial plans – translate client aspirations into actionable strategies, leveraging your deep technical knowledge
Facilitate the smooth processing of new and existing business
Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met
Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios
Analyse client’s aims and needs to construct solutions as a tool for advisors to communicate to clients
Production of robust financial plans and analytical information in support of Financial Planners and Wealth Managers under supervision of more senior team members
Provide guidance to more junior team members and support senior team members as required to contribute to the completion of tasks in a timely manner and to a high standard
Support colleagues with client interaction and by developing an awareness of client management and advice processes
Supports delivery of client service under the guidance of Wealth Managers / Financial Planners

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

Fulltime

Wealth Management Advisor-Strongsville

Location

United States , Strongsville

Salary:

65000.00 - 80200.00 USD / Year

U.S. Bank National Association

Expiration Date

August 31, 2026

Requirements

Bachelor's degree, or equivalent work experience
Three to five years of experience in a financial sales position, preferably working with the affluent client segment
FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license

Job Responsibility

Facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance
Partnering with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios
Advising clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

What we offer

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Fulltime

New

Client Services Assistant

Our client is looking for a Client Services Assistant with relevant experience t...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience in wealth management, financial services, or a comparable high-net-worth client service environment
Strong working knowledge of client service practices within advisory services or related financial settings
Proficiency with Microsoft Excel and experience using Salesforce to manage client or service-related information
Excellent written and verbal communication skills, with the ability to interact professionally across a fast-paced office environment
Demonstrated ability to stay organized, manage follow-through effectively, and maintain close attention to detail
Proven success handling multiple priorities while meeting firm deadlines and maintaining service accuracy
A bachelor’s degree is preferred

Job Responsibility

Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners
Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience
Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows
Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools
Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule
Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time
Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts

What we offer

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

New

Md, Private Bank Team Head (Swiss Onshore)

The Private Bank Team Head manages a team of senior professionals. The job requi...

Location

Switzerland , Geneva

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience servicing UHNW and family offices
Strong local network in Switzerland and 10 years+ of servicing this client segment with a personal book in Switzerland
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
Swiss national languages like French, German or Italian are valued
Bachelor's/University degree, Master's degree preferred

Job Responsibility

Growing the existing client business, along with an acquisition strategy for UHNW target names
Work with the Market executive to achieve overall team revenues and growth objectives using scorecard and adoption of data analytics as defined by leadership
Accountable for driving personal scorecard target and be responsible for the entire team’s financial goals including team breadth
Coach and guide team members and help them develop and share sales ideas across their and the wider team
Take the lead in developing and implementing marketing and client events for the team
Help team members in executing their account plans by providing guidance and support on specific deals and 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
Bring together the appropriate product experts to develop long-term solutions that strengthen client relationships with the firm
Help clients achieve broad financial & investment goals related to the creation, management, and transfer of wealth

Fulltime

New

Associate Director of Client Services

Join a highly regarded wealth advisory and family office platform serving ultra-...

Location

United States , San Francisco Bay Area

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4-7+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
Strong understanding of investment and wealth management operations
Exceptional client service, communication, and relationship management skills
Ability to thrive in a fast-paced, evolving environment with significant autonomy
High level of professionalism, discretion, and attention to detail
Entrepreneurial mindset with a desire to grow into future leadership opportunities
Comfortable leveraging technology to manage complex client relationships, reporting, and workflows
experience with Salesforce, Addepar, and related wealth management platforms is a plus
Advanced Excel skills and strong overall technical proficiency

Job Responsibility

Serve as a key relationship manager and trusted point of contact for client families
Coordinate client onboarding, account setup, and ongoing service needs
Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration
Manage client reporting, financial administration, and time-sensitive transactions
Coordinate with tax professionals, advisors, and family office stakeholders
Maintain compliance, KYC, CRM, and document management processes
Help improve workflows and contribute to operational efficiencies and technology initiatives

What we offer

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

New

Associate Financial Advisor

A growing independent wealth management firm is expanding its team. Known for de...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience in wealth management or financial services
Active Series 65, CFP, CPA, or CFA required
Strong understanding of financial planning and fiduciary standards
Excellent communication, organization, and relationship management skills
Experience with financial planning and CRM platforms preferred (eMoney, Orion, Practifi, Schwab Advisor Center)
Collaborative mindset with a strong desire to learn and grow in a fast-paced environment

Job Responsibility

Prepare and update financial plans using planning software
Support advisors with comprehensive financial planning and client service
Participate in client meetings and maintain ongoing client relationships
Assist with account administration, investment service requests, and portfolio maintenance
Help improve workflows, processes, and client service delivery
Collaborate with advisors and internal specialists to support client goals
Stay current on compliance requirements, firm policies, and industry trends

What we offer

competitive compensation with bonus potential
strong benefits
educational support
clear long-term growth opportunities

Fulltime

New

Client Services Manager

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4-7+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
Strong understanding of investment and wealth management operations
Exceptional client service, communication, and relationship management skills
Ability to thrive in a fast-paced, evolving environment with significant autonomy
High level of professionalism, discretion, and attention to detail
Entrepreneurial mindset with a desire to grow into future leadership opportunities
Comfortable leveraging technology to manage complex client relationships, reporting, and workflows
experience with Salesforce, Addepar, and related wealth management platforms is a plus
Advanced Excel skills and strong overall technical proficiency

Job Responsibility

Serve as a key relationship manager and trusted point of contact for client families
Coordinate client onboarding, account setup, and ongoing service needs
Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration
Manage client reporting, financial administration, and time-sensitive transactions
Coordinate with tax professionals, advisors, and family office stakeholders
Maintain compliance, KYC, CRM, and document management processes
Help improve workflows and contribute to operational efficiencies and technology initiatives

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Wealth Administrator

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