Financial Planning Academy Administrator

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 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.