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Brewin Dolphin

PA to Head of Intermediaries

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.

Our Business Development team operates within a dynamic and innovative sales environment, in which their key focus is to provide support and engagement between Brewin Dolphin and external intermediaries (namely financial advisers, solicitors and accountants).

 

This is a high-profile role managing the co-ordination between the Intermediary Management Team (Manco), which includes the Head of Intermediaries, Head of Sales, Head of Operations and Head of Strategic Accounts.

Additionally, this will require liaison with other Management Teams within Brewin Dolphin and third-party companies.

Responsibilities of the role includes for Manco members;

1.            Diary management, Organising meetings,

2.            Making travel arrangements,

3.            Co-ordinating expenses and

4.            Other ad-hoc support.

The successful applicant will also be required to assist other members of the wider Management team on an ad-hoc basis.

The position will be based in our London office, but as three of the Intermediary Management Team are based elsewhere in the UK, this means that the successful candidate will need to be comfortable working independently, with minimal oversight. Additionally, they will need to demonstrate the ability to work flexibly and be willing to travel to other group offices when required.

 

Principle Activities

Diary management - Arranging a variety of different one-to-one meetings and calls (including performance and development reviews, training, interviews etc) with Management direct reports as well as with Executive Committee members and other Senior Management at Brewin Dolphin. Additionally, this role requires the applicant to be able to make appointments for both internal and external clients, including arranging catering and minute taking at external client meetings

Handling of telephone calls and enquiries and ensuing they are dealt with effectively and in a timely manner – which will require some stakeholder management

Managing email correspondence including responding to emails on behalf of the Line Managers as and when required

Organisation of various meetings, such as;

 Manco - both Sales and Operational,

BDM team meeting,

Intermediary Leaders,

Intermediary admin Leaders,

Pods,

BDM Research forum, amongst others.

This will include;

The preparation and prompt dispatch of agendas and supporting documentation,

Co-ordinating guest speakers,

Making dining/catering arrangements,

Effective Minute taking,

Ensuring completion of follow-up action items, etc

Overseeing office visit schedules for senior members of staff

Assisting with the preparation of reports for key business

Stakeholders, such as;

Board report,

HoO pack,

MPS mailer,

Quarterly briefing,

Markets in a minute etc

Ad hoc preparation of other documents, presentations, reports, etc

Maintaining team records including holiday charts, absence forms and group diaries

Printing and binding as required

Assisting other team members and colleagues where required.

Take on Marketing Co-ordination of Communication Strategy – including representing Intermediaries within the various Marketing meetings (collateral updates, pitch packs)

Handling of travel and accommodation requirements

Co-ordination of expenses claims

Liaison with the other Exec PAs on wider group initiatives

 

Qualifications:

A good general education to a minimum of A-Level standard or equivalent

 

Experience:

Previous PA, EA, secretarial or administrative experience within the financial services industry preferred.

Computer literate, with excellent working knowledge of the Microsoft Office suite (Word, Excel, PowerPoint, Outlook etc).

Good written English required, with prior experience of taking minutes viewed favourably.

 

Attributes/Skills

Excellent communication and interpersonal skills with a positive, friendly approach

Possesses the confidence to deal with people at all levels

Exceptional organisational skills and ability to work independently to manage workloads and meet tight deadlines

Someone who is proactive, efficient and can be relied on to do what is expected of them to get the job done

Ability to be flexible and work with others as part of a team in a fast paced, dynamic environment

Can be relied upon to respect the confidentiality of the work that the role involves – this is critical to our Business

Literate and competent at preparing written material/compiling reports/ taking and producing minutes

Ability to successfully juggle daily priorities whilst working under pressure

The successful candidate will demonstrate the highest standard of integrity and business ethics

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