At a Glance
- Tasks: Provide efficient sales support and administration for financial planning consultants.
- Company: Join one of the UK's leading wealth management firms with a focus on client service.
- Benefits: Flexible working, inclusive culture, and opportunities for career growth.
- Other info: Collaborative environment with a commitment to diversity and high performance.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in administrative support and strong communication skills required.
The predicted salary is between 27000 - 33000 £ per year.
Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.
We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance. Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do:
- we do the right thing
- we are connected
- we care
- we make a difference
We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients.
Role Overview: To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants.
Role Responsibilities:
- Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers and ensuring that new business is set up correctly.
- Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings.
- Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs.
- Ensuring that all client information is stored on the relevant system, and it is updated accurately and timely checking that all compliance requirements are met.
- Preparing invoices for work completed for clients.
- Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client.
- Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales.
- Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Manager at the earliest possible opportunity.
- To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time.
Knowledge, Skills and Experience:
- Experience providing administrative support to advisers within a wealth management organisation.
- Proficient with Microsoft Excel, Word and Outlook.
- Demonstrable pensions and investment product knowledge.
- Excellent communication skills both verbal and written.
- Prioritise and plan own workload, with an ability to effectively manage own time and achieve strict time scales.
- Working towards the CII Level 4 qualification desirable.
- A knowledge of Intelligent Office desirable.
We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week.
Wealth Administrator 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.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Brooks Macdonald Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Brooks Macdonald Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Brooks Macdonald Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Brooks Macdonald Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Brooks Macdonald Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Brooks Macdonald Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Brooks Macdonald Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
