Brooks Macdonald Group plc is a leading UK wealth management firm providing multi-asset investment services and private client planning. We are seeking a diligent Sales Support professional to assist Financial Planning Consultants with new business processing, valuations, client reviews and compliance updates.
The role requires accurate admin support, strong Excel/Word/Outlook skills and a collaborative approach.
Wealth Planning Support Administrator 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.
