Wealth Admin & Planning Support Specialist

Brooks Macdonald Group; United Kingdom; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Brooks Macdonald Group is seeking a sales support professional to assist Financial Planning Consultants with efficient processing of new business, client servicing and a seamless admin workflow. The role requires experience in wealth management administration, strong Excel/Outlook skills and solid communication abilities.

The position supports a hybrid work pattern with three days in the office and two days remote, and offers opportunities to grow within a client-focused firm.

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.
• Working towards the CII Level 4 qualification desirable.
• A knowledge of Intelligent Office desirable.

Responsibilities

• Providing efficient new business processing for sales consultants.
• Admin support for valuations, servicing transfers and client reviews.
• Acting as liaison between client and consultant to keep them updated.
• Ensuring client information is stored and updated in the system.
• Preparing invoices for work performed for clients.
• Issuing original policy documents and ensuring accurate copies.
• Providing post-meeting admin support to consultants within deadlines.
• Escalating any complaints or breaches to Compliance Manager promptly.
• Undertaking additional duties as required by Line Manager.

Skills

Administrative support

Pensions knowledge

Investment knowledge

Communication skills

Time management

Education

CII Level 4 qualification desirable

Tools

Intelligent Office

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Brooks Macdonald Group is seeking a sales support professional to assist Financial Planning Consultants with efficient processing of new business, client servicing and a seamless admin workflow. The role requires experience in wealth management administration, strong Excel/Outlook skills and solid communication abilities.

The position supports a hybrid work pattern with three days in the office and two days remote, and offers opportunities to grow within a client-focused firm.