Central Administration - Academy

Brooks Macdonald Group; Altrincham; Hybrid; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Flexible working

3 in-office days per week

Job summary

Brooks Macdonald Group is recruiting for the Central Administration Academy in Altrincham. The role supports the academy pathway toward Level 4 Diploma in Regulated Financial Planning and Level 6 Advanced Diploma, combining administration with professional qualification progress.

You will work under a mentor, gain exposure to LOAs, reviews and client records, and develop skills in a collaborative, office-based team three days a week. Training and development are emphasised.

Qualifications

• Excellent attention to detail and ability to produce accurate work.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks and prioritise effectively.

Responsibilities

• Support central administration activities for the Brooks Financial Academy.
• Assist with LOAs, annual reviews, valuations and client records.
• Maintain accurate client files and internal communications.
• Contribute to continuous improvement and professional development path.

Skills

Attention to detail

Organisational skills

Communication

Prioritisation

Education

GCSE/A-Level standard

Tools

Microsoft Office

CRM systems (e.g., Curo)

Job description

## Central Administration - AcademyApply: Altrincham: Full time: Posted Today: End Date: December 11, 2026 (30 days left to apply): JR129Brooks 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 offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do:* we do the right thing* we are connected* we care* we make a differenceWe welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients.Role Overview The Brooks Financial Academy is designed for ambitious people who want to build a long-term career in Financial Planning. We’re looking for people with the right attitude, curiosity, a drive to learn and a genuine passion for Financial Planning. We’ll provide the structured development, experience and support to help you progress. Our Academy programme combines professional qualifications with practical, hands-on experience across Financial Planning. You will work towards the Level 4 Diploma in Regulated Financial Planning and ultimately the Level 6 Advanced Diploma in Financial Planning, building your technical knowledge, commercial understanding and client-facing skills along the way. You will be supported by experienced colleagues, a dedicated mentor and a structured development plan, with clear milestones throughout the programme. Successful completion of the Academy will provide a pathway towards becoming a Financial Planner and, in time, achieving Chartered Financial Planner status. Your Academy journey will begin in our Central Administration team, where you will build the core knowledge and experience that will underpin your future development.Working closely with Financial Planners and colleagues across the business, you will learn how our clients are supported and develop a strong understanding of the processes and terminology that sit behind high-quality financial advice. You will gain practical experience across areas including Letters of Authority (LOAs), annual reviews, valuations, client records and internal communications. As your knowledge and confidence grow, you will take on greater responsibility and continue to progress through the Academy. From day one, you’ll be building the knowledge, skills and experience that will support your future career in Financial Planning. Knowledge, Skills, & Experience Essential* Strong attention to detail and organisational skills.* Good communication and interpersonal abilities.* Ability to manage multiple tasks and prioritise effectively.* Ability to produce detailed and accurate work consistently to a high standard.* Proficient in Microsoft Office and CRM systems (e.g., Curo or similar).Desirable* Knowledge and understanding of financial planning and wealth products.* Knowledge and understanding of annual review process for financial planning.* Willingness to work towards financial planning and CII qualifications (e.g.: CF1 – UK Financial Services, Regulation & Ethics, LP2 – Financial Services Products & SolutionsExperience & Qualifications:* Understanding of financial planning processes and regulatory requirements is beneficial.* Educated to GCSE/A-Level standard; further professional development in administration is desirableCorporate Values & Ethos:* Client-focused, principled, and team-oriented.* Acts with integrity, fairness, and professionalism.* Committed to delivering high standards and supporting continuous improvement.We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week. We’re committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.