Financial Services Administrator

Brooks Macdonald; Altrincham; Hybrid; GBP 21,000 - 32,000; Full time

Job summary

Brooks Adroit, part of the Brooks Macdonald Group, is seeking an Administrator in our wealth management team in Altrincham. You will support new business processing, client record keeping and document preparation, liaising with advisers and providers to ensure accurate information is captured.

You should have experience in wealth management administration, strong organisation, and proficiency with MS Office and Intelliflo.

Qualifications

• Experience in a similar role as an Administrator within Wealth Management.
• Demonstrable interest in and understanding of financial services.
• Proven organisation, planning and prioritising skills.
• Excellent time management and communication skills.

Responsibilities

• Prepare application forms and documents for first and second meetings with new clients.
• Process new business including liaising with clients and providers to ensure accurate information.
• Print and issue copies of reports.
• Assist with establishing Personal Injury Trusts and opening Trust Bank Accounts.
• Handle client top-ups to investments and provide progress updates.

Skills

Organization

Attention to detail

Microsoft Office

Intelliflo

Communication

Client engagement

Time management

Tools

Intelliflo

Microsoft Office

Job description

Brooks Macdonald Group (BM) 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 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.

Role Overview

Brooks Adroit is a firm of financial planners who specialises in providing holistic independent financial advice to those who have suffered life changing injuries. We offer several services to clients who have suffered a personal injury/medical negligence as well as their legal team. We are focused on helping clients understand and plan for their financial future and protect their wealth over the longer term. Brooks Adroit is part of the Brooks Macdonald Group plc which provides leading investment management services in the UK and internationally. The Group, which was founded in 1991 and began trading on AIM in 2005, had Discretionary Funds Under Management of £19.7 billion as of October 2025.

Role Responsibilities

• Prepare application forms and other documents needed for first and second meetings with new clients.
• Processing new business including liaising with clients and providers to ensure accurate information is obtained and recorded.
• Printing and issuing physical copies of any reports
• Handling the establishments of Personal Injury Trusts after the initial viability assessment and assisting clients to open Trust Bank Accounts. Handling client withdrawal requests in a timely manner.
• Handling client top-ups to investments, and communicating with the client to provide them with progress updates and completion confirmation.
• Dealing with client disengagements through encashments, transfers out and death, ensuring the back office system is kept up to date to shut fee expectations, tasks and update plan records.
• Dealing with incoming and out-going post.
• Dealing with incoming calls to the main office line.
• Maintaining client records and liaising with providers to update them on client information such as change of names, addresses etc.
• Preparing and issuing invoices for expert witness work and any other ad-hoc fees.
• Preparing and issuing as-hoc letters.
• Generating MI reports for team meetings.

Knowledge, Skills and Experience

• Experience in a similar role as an Administrator within Wealth Management. Demonstrable interest in and understanding of financial services.
• Proven organisation, planning and prioritising skills.
• Demonstrable level of attention to detail.
• Ability to engage with diverse clients, Professional Advisers, Investment Managers, product providers and internal stakeholders.
• Have passion and energy to deliver successful outcomes for our clients.
• Proficient in the use of Microsoft Office suite and relevant practice and business IT systems, particularly Intelliflo.
• Excellent oral and written communication skills.
• Excellent time management and organisational skills.