Brooks Macdonald is seeking a proactive sales support administrator to assist Financial Planning Consultants with new business processing, client valuations, and servicing tasks. You will act as the bridge between clients and advisers, ensuring accurate, timely data entry and documentation across systems.
The role requires experience in wealth management admin, proficiency with Excel/Outlook, and strong communication.
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Hybrid Wealth Admin & Planning Support Specialist 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.
