Finance Academy Administrator — Path to Chartered Planner

Brooks Macdonald Group; Nuneaton; Hybrid; GBP 21,000 - 26,000; Full time

Job summary

Brooks Macdonald Group is seeking a Central Administrator for the Brooks Financial Academy in Nuneaton. The role begins in the Central Administration team, supporting Financial Planners and clients, with progression toward Level 4 Diploma in Regulated Financial Planning and Level 6 Advanced Diploma.

The programme combines qualification with practical experience, offering structured development, mentoring, and milestones to progress toward becoming a Financial Planner while working in a

Qualifications

• Strong attention to detail and organisational skills.
• Good communication and interpersonal abilities.
• Ability to manage multiple tasks and prioritise effectively.
• Proficient in Microsoft Office and CRM systems (e.g., Curo or similar).

Responsibilities

• Support Letters of Authority (LOAs) and annual reviews.
• Assist with valuations and client records.
• Coordinate internal communications across teams.
• Work with Financial Planners to support Academy tasks.

Skills

Attention to detail

Organisational skills

Communication skills

Multitasking

Microsoft Office proficiency

CRM systems

Education

GCSE/A-Level standard

Tools

Microsoft Office

CRM systems (e.g., Curo)

Job description

Brooks Macdonald Group is seeking a Central Administrator for the Brooks Financial Academy in Nuneaton. The role begins in the Central Administration team, supporting Financial Planners and clients, with progression toward Level 4 Diploma in Regulated Financial Planning and Level 6 Advanced Diploma.

The programme combines qualification with practical experience, offering structured development, mentoring, and milestones to progress toward becoming a Financial Planner while working in a