Central Administrator - Academy

Brooks Macdonald; Altrincham; Hybrid; GBP 18,000 - 24,000; Full time

Job summary

Brooks Macdonald Group plc invites ambitious individuals to join the Brooks Financial Academy, designed to build a long‑term career in Financial Planning. You will learn through a structured development plan, aiming for Level 4 and Level 6 Diploma qualifications while gaining practical client-facing experience.

You will start in Central Administration, collaborating with Financial Planners and colleagues across the business, with career progression toward Chartered Financial Planner status.

Qualifications

• GCSE/A-Level standard with interest in admin development.
• Willingness to pursue financial planning qualifications (CF1, LP2).
• Proactive learner with strong organisational skills.

Responsibilities

• Engage in the Brooks Financial Academy to gain professional qualifications.
• Assist in central Administration and learn processes behind financial advice.
• Work with Financial Planners to build practical experience and knowledge.

Skills

Attention to detail

Communication

Multitasking

Precision

MS Office

CRM systems

Financial planning knowledge

Annual reviews

Professional development

Education

GCSE/A-Level standard

Tools

Microsoft Office

Curo / CRM

Job description

Brooks 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 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 are connected
• 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 a minimum of three days a week, with flexibility to work from home outside of this

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

• 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).
• 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 & Solutions

Experience & Qualifications:

• Understanding of financial planning processes and regulatory requirements is beneficial.
• Educated to GCSE/A-Level standard; further professional development in administration is desirable
• Client-focused, principled, and team-oriented.
• Acts with integrity, fairness, and professionalism.
• Committed to delivering high standards and supporting continuous improvement.