Brooks Macdonald Group plc is a leading UK wealth manager offering dedicated financial planning and investment services to private clients and advisers. The role provides efficient sales support, new business processing and admin assistance to enable consultants to run effective client meetings.
The post sits in a flexible working culture with a requirement to be in the office three days a week; strong organisation and communication are essential to meet strict timescales and regulatory
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Wealth Planning Admin Specialist in Nuneaton 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.
