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 see an opportunity to lead the way within our sector in relation to sustainability and responsible investing. We have set a target for our direct footprint to be Net Zero by 2030 and continue to enhance our approach to responsible investment, which includes offering a dedicated service for clients with values-based objectives.
We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance. Our guiding principles underpin our culture and are at the heart of everything we do:
- we do the right thing
- we are connected
- 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. We're committed to promoting equal employment opportunities and positively encourage applications regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.
Collaboration and knowledge-sharing is important to us as a firm, and we value different ways of working. Employees are required to be in the office three days a week, with flexibility to work from home on the other two days.
Role Overview:
To ensure the smooth running of the various employee benefits and group pension schemes for our corporate clients whilst delivering an excellent service.
Role Responsibilities:
- Prepare group risk and group pension scheme analysis, undertake research of cover and providers, draft reports and product recommendations for presentation to clients and/or reports for sending to clients in conjunction with Compliance
- Support with preparation and submission of pension payment files, ensuring all new joiners, leavers and employee changes are accurately processed and submitted within required deadlines.
- To liaise with clients and insurance companies in respect of general and technical queries, including claims on behalf of clients
- To clearly understand the make-up of all group schemes and the service that you are required to deliver to each client
- Ensure that processes and procedures in place are clearly understood and followed at all times
- Manage your workload ensuring that activities are dealt with within agreed SLA's and consultants are updated with any delays / progress on cases where appropriate
- Build relationships with consultants and ensure that you provide a good level of service to them to enable the building of good commercial relationships with our clients
- Liaise with Insurance Companies in relation to product updates and launches of new products, ensure that consultants are kept up to date with changes
- Ensuring client records are accurately maintained and kept up to date at all times
- Comply fully with all compliance regulations & requirements as per company processes
Knowledge, Skills and Experience:
- PC Literate
- Previous financial services administration experience in the group scheme area
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Employee Benefits & Operations Assistant in Altrincham employer: Brooks Macdonald
Brooks Macdonald Group plc is an exceptional employer, offering a dynamic and inclusive work culture that prioritises diversity and high performance. With a strong commitment to employee growth through structured study pathways and funded qualifications, we empower our Trainee Financial Planners to develop their skills while contributing to meaningful client outcomes. Located in the UK, our firm not only leads in wealth management but also champions sustainability, making it a rewarding place for those passionate about responsible investing.
