Financial Planning Academy: Central Administration

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

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.