At a Glance
- Tasks: Assist in preparing documents and managing client relationships in financial services.
- Company: Join a leading wealth management firm committed to sustainability and client success.
- Benefits: Flexible working, inclusive culture, and opportunities for career growth.
- Other info: Collaborative environment with a focus on diversity and high performance.
- Why this job: Make a real difference in clients' lives while developing your skills in finance.
- Qualifications: Experience in administration and a passion for financial services.
The predicted salary is between 27000 - 33000 £ per year.
Brooks Macdonald Group (BM) 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 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
Brooks Adroit is a firm of financial planners who specialises in providing holistic independent financial advice to those who have suffered life changing injuries.
We offer several services to clients who have suffered a personal injury/medical negligence as well as their legal team.
We are focused on helping clients understand and plan for their financial future and protect their wealth over the longer term.
Brooks Adroit is part of the Brooks Macdonald Group plc which provides leading investment management services in the UK and internationally.
The Group, which was founded in 1991 and began trading on AIM in 2005, had Discretionary Funds Under Management of £19.7 billion as of October 2025.
- Role Responsibilities
- Prepare application forms and other documents needed for first and second meetings with new clients.
- Processing new business including liaising with clients and providers to ensure accurate information is obtained and recorded.
- Printing and issuing physical copies of any reports
- Handling the establishments of Personal Injury Trusts after the initial viability assessment and assisting clients to open Trust Bank Accounts.
Handling client withdrawal requests in a timely manner.
- Handling client top-ups to investments, and communicating with the client to provide them with progress updates and completion confirmation.
- Dealing with client disengagements through encashments, transfers out and death, ensuring the back office system is kept up to date to shut fee expectations, tasks and update plan records.
- Dealing with incoming and out-going post.
- Dealing with incoming calls to the main office line.
- Maintaining client records and liaising with providers to update them on client information such as change of names, addresses etc.
- Preparing and issuing invoices for expert witness work and any other ad-hoc fees.
- Preparing and issuing as-hoc letters.
- Generating MI reports for team meetings.
- Knowledge, Skills and Experience
- Experience in a similar role as an Administrator within Wealth Management. Demonstrable interest in and understanding of financial services.
- Proven organisation, planning and prioritising skills.
- Demonstrable level of attention to detail.
- Ability to engage with diverse clients, Professional Advisers, Investment Managers, product providers and internal stakeholders.
- Have passion and energy to deliver successful outcomes for our clients.
- Proficient in the use of Microsoft Office suite and relevant practice and business IT systems, particularly Intelliflo.
- Excellent oral and written communication skills.
- Excellent time management and organisational skills.
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Financial Services Administrator 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.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Altrincham
✨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. 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 Financial Services Administrator in Altrincham
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.
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'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
✨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.
✨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 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 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.
