Brooks Macdonald Group plc is a leading UK wealth management firm providing multi-asset investment services and private client planning. We are seeking a diligent Sales Support professional to assist Financial Planning Consultants with new business processing, valuations, client reviews and compliance updates.
The role requires accurate admin support, strong Excel/Word/Outlook skills and a collaborative approach.
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Wealth Planning Support Administrator in Nuneaton 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.
