Wealth Admin & Planning Support Specialist

Wealth Admin & Planning Support Specialist

Full-Time On-site
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Brooks Macdonald Group is seeking a sales support professional to assist Financial Planning Consultants with efficient processing of new business, client servicing and a seamless admin workflow. The role requires experience in wealth management administration, strong Excel/Outlook skills and solid communication abilities.

The position supports a hybrid work pattern with three days in the office and two days remote, and offers opportunities to grow within a client-focused firm.

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Wealth Admin & Planning Support 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.

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Contact Details:

Brooks Macdonald Group Recruitment Team