Hybrid Wealth Admin & Planning Support Specialist

Brooks Macdonald; Greater London; Hybrid; GBP 28,000 - 38,000; Full time

Job summary

Brooks Macdonald is seeking a proactive sales support administrator to assist Financial Planning Consultants with new business processing, client valuations, and servicing tasks. You will act as the bridge between clients and advisers, ensuring accurate, timely data entry and documentation across systems.

The role requires experience in wealth management admin, proficiency with Excel/Outlook, and strong communication.

Qualifications

• Experience providing administrative support to advisers within a wealth management organisation.
• Proficient with Microsoft Excel, Word and Outlook.
• 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 the CII Level 4 qualification desirable.
• A knowledge of Intelligent Office desirable.

Responsibilities

• Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers and ensuring that new business is set up correctly.
• Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings.
• Providing an effective link between the client and the consultant ensuring that 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 it is updated accurately and timely checking that all compliance requirements are met.
• Preparing invoices for work completed for clients.
• Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client.
• Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales.
• Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Manager at the earliest possible opportunity.
• To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time.

Skills

Wealth mgmt exp

Excel, Word, Outlook

Pensions & investments

Strong communication

Time management

CII Level 4

Intelligent Office

Education

CII Level 4

Tools

Intelligent Office

Job description

Brooks Macdonald is seeking a proactive sales support administrator to assist Financial Planning Consultants with new business processing, client valuations, and servicing tasks. You will act as the bridge between clients and advisers, ensuring accurate, timely data entry and documentation across systems.

The role requires experience in wealth management admin, proficiency with Excel/Outlook, and strong communication.