Brooks Macdonald Group plc seeks a diligent Sales Support professional to back Financial Planning Consultants with admin, processing new business, and client servicing. You will liaise with product providers, prepare documents, and ensure compliance through accurate data entry.
The role involves supporting client meetings, managing invoices, and handling post-meeting tasks with timely delivery. You will operate in a collaborative, office-based environment with flexibility to work on site and
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Wealth Management 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.
