Financial Planning Administrator

Brooks Macdonald; Nuneaton; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Financial Planning Administrator to enhance their administration team in Nuneaton. In this dynamic role, you'll provide critical support to advisers and clients, ensuring seamless operations from data gathering to client interactions. Your expertise in financial products and strong communication skills will be pivotal in maintaining compliance and managing client records. This role offers a chance to thrive in a supportive environment that values diversity and ambition, while also contributing to the firm's commitment to sustainability and responsible investing.

Benefits

Flexible Working Hours

Inclusive Culture

Career Development Opportunities

Health and Wellbeing Programs

Qualifications

• Experience in providing administrative support in wealth management.
• Proficient in Microsoft Office Suite for effective task management.

Responsibilities

• Prepare files for client reviews and process new business applications.
• Maintain and update client records on back-office systems.

Skills

Administrative Support

Microsoft Excel

Microsoft Word

Microsoft Outlook

Communication Skills

Time Management

Pensions and Investment Knowledge

Education

Relevant Industry Qualifications

Tools

Intelligent Office

Job description

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Head of Talent Acquisition at Brooks Macdonald

Brooks Macdonald are looking for a Financial Planning Administrator to join our Administration team in Nuneaton.

Within this role, you will be part of a fast-paced team who provide administration support working closely with advisers and clients to ensure a smooth process from start to finish.

Day to day duties include gathering data, producing review packs, processing new business, dealing with letters of authority, updating client files and liaising with a variety of different providers.

Role Responsibilities:

• File preparation for new and existing client reviews including valuation reports
• Overseeing and processing new business applications, withdrawals, drawdown and fund switches
• To ensure that files remain compliant at all times
• To maintain and update client records on our back-office system (Intelligent Office)
• To gather sufficient information on existing plans/arrangements to enable adviser to review our client’s needs
• To ensure that all necessary plan information, forms and illustrations (where applicable) are available
• To structure letters to providers and clients
• Arrange client meetings and manage diaries
• General client servicing (e.g. Chasing LOA’s, address changes, liaising with product providers and third parties etc)
• To answer telephone calls and other general administrative duties such as filing/scanning/post
• Meet and greet clients for face-to-face appointments
• Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules

Experience Required:

• Experience providing administrative support to advisers within a wealth management organisation
• Proficient with Microsoft Excel, Word and Outlook
• Demonstrable pensions and investment product knowledge
• Excellent communication skills both verbal and written
• Prioritise and plan own workload, with an ability to effectively manage own time and achieve strict time scales
• Working towards relevant industry qualifications desirable
• A knowledge of Intelligent Office desirable

About Brooks Macdonald

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 three days a week, with flexibility to work from home on the other two days.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Financial Services, Investment Advice, and Investment Management

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