Investment Management Assistant

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 bespoke, discretionary investment management to retirement planning and tax-efficient investing. About this Opportunity: This is a great opportunity to join our team in Newcastle as an Investment Management Assistant on an 18-month contract and be part of our exciting plans to continue growing our business. This role open to everyone with a desire to progress a career in financial services – a school leaver, graduate entry, someone looking for a complete career change or anyone with other suitable work experience. Responsibilities include: •    You will assist the team to provide a first-class standard of service to our clients, helping them to achieve their investment goals and make a difference to their lives.  •    The role will initially involve all aspects of administration to support the client journey and includes liaising with clients, preparing presentations, proposals, and client reports, including all related processing tasks.  •    Collate and verify the accuracy of information and work provided. •    Complete all work according to procedures. •    Assist team members as required and work effectively with colleagues. •    The role broadens as you develop knowledge of investment management, Brewin Dolphin’s wider business offering and the financial services sector.  Where it ultimately leads is up to you.   •    Client interaction at this stage will be limited, however any interaction will maintain Brewin Dolphin’s conduct and professionalism standards Skills: •    You should have the ability to demonstrate the skills required to be successful – strong accuracy, numeracy, attention to detail, clear and concise verbal and written communication, a good telephone manner and IT skills, specifically MS Applications, •    You should be willing to work as part of a team to complete tasks to a high standard. •    We are a busy and growing team; you will need to be able to meet deadlines and work within restricted timescales.  Applicants need to be able to prioritise their workload and identify when support is needed to achieve goals. •    You will have strong communication skills, being able to deal with colleagues & clients in person and over the phone •    Applicants should respond well to change, adapt where necessary and work calmly under pressure. •    You will need to demonstrate initiative to achieve the required results. Candidates require the ability to negotiate with colleagues professionally and able to influence change for the better.  •    You will need to be organised and able to plan your working day affectively Qualifications: •    Candidates will ideally have a minimum of 5 GCSEs or equivalent    Company values Genuine – Shows empathy and understanding for the needs of clients and colleagues. Team worker demonstrating trust, respect, and integrity - Our clients trust us, so we need to be able to trust you Expert – Applies skills and knowledge to achieve objectives and makes the complex simple. Brings together the right people and grows expertise to get the best results for clients. Seeks continuous improvement. Ambitious - Works hard to be at their best. Embraces change for the better. Strives to do the best for clients and colleagues - We are looking for ambitious individuals who are looking to build a long-term career in financial services. 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 click the “Apply” button below. The closing date for applications is 18/04/2022. 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 This employer is a corporate member of myGwork - LGBTQ+ professionals, the business community for LGBTQ+ professionals, students, inclusive employers & anyone who believes in workplace equality.

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Date Posted:

Posted 2 weeks ago

Expiration Date:



Newcastle Upon Tyne



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