Hybrid Wealth Admin & Client Services Specialist

Brooks Macdonald Group; Greater London; Hybrid; GBP 28,000 - 36,000; Full time

Job summary

Brooks Macdonald Group is seeking a Wealth Administrator in London to provide dedicated sales support and efficient administration for Financial Planning Consultants. The role focuses on new business processing, liaising with providers, and ensuring accurate client records.

You will support valuations, servicing transfers and client reviews, while maintaining timely and compliant documentation. Strong Excel/Outlook skills and pensions knowledge are essential.

Qualifications

• 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.

Responsibilities

• Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers.
• Providing administration support in relation to valuations, transfer of servicing and client reviews.
• Providing an effective link between the client and the consultant ensuring both are kept up to date with all matters relating to their financial affairs.
• Ensuring that all client information is stored on the relevant system and updated accurately and timely.
• Preparing invoices for work completed for clients.
• Issuing original policy documents to clients and checking paperwork within agreed timescales.
• Provide post meeting administration support to consultants to ensure all work is completed on time.
• Ensuring any complaints or breaches are reported to Compliance Manager promptly.

Skills

Excel

Word

Outlook

Communications

Time management

Education

CII Level 4 qualification (desirable)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Intelligent Office

Job description

Brooks Macdonald Group is seeking a Wealth Administrator in London to provide dedicated sales support and efficient administration for Financial Planning Consultants. The role focuses on new business processing, liaising with providers, and ensuring accurate client records.

You will support valuations, servicing transfers and client reviews, while maintaining timely and compliant documentation. Strong Excel/Outlook skills and pensions knowledge are essential.