Wealth Administrator Job at Brook-St Hiredonline (Newtownards)

Wealth Administrator

We have an exciting opportunity for a Wealth Administrator to join the Wealth Ma...

Location

United Kingdom , London

Salary:

Not provided

Brewin Dolphin

Expiration Date

June 29, 2026

Requirements

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

Job Responsibility

Communicate with Wealth Managers and their Associates, providing support with administration duties
Supporting financial planning execution – assisting in implementing financial planning, including asset transfers, ISA subscriptions and portfolio adjustments
Preparation and processing of all new client documentation and amendments
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

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

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Client Services Administrator

An opportunity to join our AFH Wealth Management Cookham team. We are looking fo...

Location

United Kingdom , Littlewick Green

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Ability to work with team members and completing tasks standalone
Ability to understand processes & document controls
Confident in becoming a point of contact for clients and providers in relation to queries
Proven efficient administration skills
An awareness of the FCA Handbook sufficiently to be able to comply with regulations, relying on their own knowledge or on their ability to recognize when they will need specialist support (desirable)

Job Responsibility

Maintaining client records on both internal and external platforms
Assist in ensuring that all client files are accurate and compliant
Organising and pre-populating client documentation for account setups and transactions
Processing instructions on behalf of clients, such as creating new accounts, fund switches, withdrawal of income and contributions to client plans, death claims and leavers
Calculating performance fees and providing information for Accounts to produce client invoices
Monitoring group inboxes and responding to client enquiries
Additional administration duties where needed, which may include answering incoming calls, downloading call recordings, and scanning incoming post etc.
Adhere to the Company’s service levels according to its established procedures

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance
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 as well as death-in-service benefit

Fulltime

Private Banker Senior - AVP

The Private Banker Sr. is a seasoned professional role. Applies in-depth discipl...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 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
Creative and innovative
Able to priorities
Able to work as part of a team
Thrives in a business development environment
Strong communication skills
Ability to influence
Bachelor's/University degree or equivalent experience

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

Fulltime

Paraplanner

Robert Half is partnering with a wealth management firm dedicated to helping hig...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience in wealth management, financial services, or a client-facing advisory support role
Bachelor's degree in Finance, Business, Economics, or related field preferred
One or more of the following required: Series 65, Series 66, CFP®, CPA, or CFA
Strong understanding of financial planning principles and fiduciary standards
Proficiency with Microsoft Office
familiarity with tools such as eMoney, Orion, Practifi, or Schwab Advisor Center strongly preferred
Excellent communication skills with the ability to build trust and manage client relationships
Highly organized with strong attention to detail and ability to manage multiple priorities
Proactive, collaborative, and comfortable working in a fast-paced, team-oriented environment
Demonstrated growth mindset with a desire to develop into a lead advisor role over time

Job Responsibility

Prepare, update, and maintain comprehensive financial plans using planning software
Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions
Foster strong, trusted relationships with clients through consistent communication and responsiveness
Track client progress against financial plans and ensure timely updates and plan reviews
Coordinate account administration including onboarding, account maintenance, and investment-related service requests
Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance
Research and resolve account discrepancies and operational issues
Collaborate with internal specialists to ensure seamless client service delivery across teams
Identify opportunities to improve processes, efficiency, and overall client experience
Participate in ongoing training, education, and firm initiatives to support professional development

What we offer

Medical, vision, dental, and life and disability insurance
Company 401(k) plan

Fulltime

Technical Support Administrator

We are seeking a detail-oriented Technical Support Administrator to join our tea...

Location

South Africa , Cape Town

Salary:

Not provided

Capital International

Expiration Date

Until further notice

Requirements

Tertiary degree qualification
A background in compliance will be advantageous
Candidates currently studying towards completion of an Honours degree are encouraged to apply
A formal AML qualification obtained within the last four years is advantageous
Be detail orientated, with a high degree of accuracy
Strong analytical and problem-solving skills
Strong client communication skills (verbal and written) in relation to complex but routine matters
Strong skills are desired in all Microsoft applications
Strong organisational and time management skills
Consistently perform allocated tasks promptly within deadlines and to a high standard

Job Responsibility

Conduct client risk assessments and apply appropriate risk ratings
Collect, review, and assess CDD and EDD documentation
Review and update client and introducer records within internal systems
Liaise with clients and stakeholders to obtain required information
Validate Source of Funds and Source of Wealth documentation
Ensure compliance with AML/CFT regulations and internal policies
Support wider team projects and operational activities as required

What we offer

Private health care
Life insurance
Flexible working hours
Pension scheme
Volunteering opportunities
Extensive training and development programmes
Access to innovative products

New Business Senior Administrator

Location

Isle of Man , Douglas

Salary:

Not provided

Capital International

Expiration Date

Until further notice

Requirements

Be detail orientated, with a high degree of accuracy
Strong organisational and time management skills, requiring minimal supervision
Strong client communication skills (verbal and written) in relation to complex but routine matters
Remain task focused to end result
General Microsoft Office experience including Word, Excel etc
Microsoft CRM would also be advantageous
Excellent communication skills
Up-to-date knowledge of AML/CFT regulatory standards and requirements
Up-to-date knowledge of AML/CFT transactional activity regulatory standards and requirements
Strong understanding and ability to validate and verify Source of Wealth using independent sources to do so when applicable

Job Responsibility

Responsibility for initial vetting of new business applications and completion of the account opening process, to include individual, corporate, trusts and complex structures with minimum oversight and support
Assessment and validation of documentation provided as part of the onboarding process to ensure a clear understanding of the client relationship which will be recorded with detailed rationale
The completion of high-quality annual high risk reviews for all client types and introducers of business that satisfy regulatory requirements
You will be required to conform to the Company's AML procedures and guidelines at all times
You will be required to work on a variety of projects that deliver service, create capacity and ensure control effectiveness within the team
You may, from time to time, be required to undertake other activities of a similar nature within your capabilities in other teams, as requested by your line manager

What we offer

Private health care
Life insurance
Flexible working hours
Pension scheme
Volunteering opportunities
Extensive training and development programmes

Senior Quantity Surveyor - Water

Reporting to the Water Cost and Commercial Lead for the UK, your role as Senior ...

Location

United Kingdom , Leek

Salary:

Not provided

Egis in the UK

Expiration Date

Until further notice

Requirements

Bachelor’s or Master’s Degree qualification in Quantity Surveying
Full Membership of chartered body such RICS or a substantively progressed route on an approved APC pathway
A wealth of experience postgraduate in Rail, Nuclear, Water and/ or Environment
Line Management and recruitment experience of Quantity Surveyors or Assistant Quantity Surveyors
CDM regulation knowledge and experience
Risk management experience
Valid CSCS card, with Water Hygiene Card desirable
Main contractor and/or joint venture experience working client side
Site presence and co-location minimum 3 days a week
An experienced user of the NEC3-4 suite of contracts (A-C-E must have)

Job Responsibility

NEC3/4 Option A, Option C, Option E ECC Contract management and administration client side
Budget control
Payment valuation and assisting the PM in payment certification
Actual cost forecasting and Defined Cost determination
Establishing and maintaining productive and collaborative relationships with relevant internal and external stakeholders
Ensure appropriate commercial records are maintained in line with the contract requirements and oversee any contractual issues
Feasibility studies and cost planning
Preparation of tender documentation
Evaluation of tenders
Risk management

What we offer

Full RICS training courses
Path to chartership
Personal growth and development

Fulltime

Senior Feed Project Manager

Senior Feed Project Manager – Water & Environment, Egis, UK. Location: Midlands-...

Location

United Kingdom , Staffordshire Moorlands District

Salary:

Not provided

Egis in the UK

Expiration Date

Until further notice

Requirements

Bachelor's or master's Degree qualification in a numeric degree
Full Membership of a chartered body such as APM at MAPM
A wealth of postgraduate experience in Rail, Nuclear, Water and/ or Environment
Line Management and recruitment experience of Project Managers or Assistant Project Managers
CDM regulation knowledge and experience
Risk management experience
Valid CSCS card, with Water Hygiene Card desirable
Main contractor and/or joint venture experience working client side
An experienced user of the NEC3-4 suite of contracts (A-C-E must have)

Job Responsibility

Technical Leadership & Delivery: Take full ownership of technical design delivery across wastewater non-infrastructure projects-from mobilisation through to completion-ensuring engineering excellence, regulatory compliance, commercial performance, and high levels of client satisfaction
Multi‑Disciplinary Design Management: Lead and coordinate multi‑disciplinary design teams (process, civil, mechanical, electrical, ICA, environmental) to deliver large‑scale treatment, network, and resilience schemes
Client & Stakeholder Engagement: Build and maintain strong working relationships with water company clients, delivery partners, and regulatory stakeholders
Integrated Delivery Across UK & Global Teams: Drive UK‑based design teams to produce integrated, efficient, and innovative solutions
Governance & Assurance Support: Work closely with Project Managers to ensure robust governance across scope, cost, schedule, risk, quality, and assurance
Business Growth & Team Development: Contribute to business growth by supporting client development, identifying new opportunities, and shaping future water sector programmes
NEC3/4 Option A, Option C, Option E ECC Contract management and administration client side
Budget control
Collaborating with the QS on Payment valuations and certifying monthly payments under ECC and PSC forms of the NEC 4 form of contract
Actual cost forecasting and Defined Cost determination in collaboration with the QS

Fulltime

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Wealth Administrator

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