Brooks Macdonald Group is seeking an organised administrative support professional to assist Financial Planning Consultants with new business processing, client valuations, and document handling. You will work in a wealth management environment, providing timely, accurate admin support and maintaining strong client communications.
The role emphasizes compliance, efficient workflow, and cross-team collaboration, with a hybrid in-office schedule and a focus on delivering high-quality service to
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Wealth Planning Administrator — Hybrid Client Support 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.
