Brooks Macdonald Group is seeking a Wealth Administrator in London to provide dedicated sales support and efficient administration for Financial Planning Consultants. The role focuses on new business processing, liaising with providers, and ensuring accurate client records.
You will support valuations, servicing transfers and client reviews, while maintaining timely and compliant documentation. Strong Excel/Outlook skills and pensions knowledge are essential.
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Hybrid Wealth Admin & Client Services Specialist employer: Brooks Macdonald Group
Brooks Macdonald Group plc is an exceptional employer, offering a dynamic and inclusive work culture that prioritises diversity and ambition. Located in London, employees benefit from a strong local presence and the opportunity for professional growth within one of the UK's leading wealth management firms. With a commitment to high performance and client service, team members are rewarded for their contributions while enjoying flexible working arrangements that promote a healthy work-life balance.
