Wealth Administrator

Brooks Macdonald; Greater London; Hybrid; GBP 24,000 - 32,000; Full time

Job summary

Brooks Macdonald Group plc seeks a diligent Sales Support professional to back Financial Planning Consultants with admin, processing new business, and client servicing. You will liaise with product providers, prepare documents, and ensure compliance through accurate data entry.

The role involves supporting client meetings, managing invoices, and handling post-meeting tasks with timely delivery. You will operate in a collaborative, office-based environment with flexibility to work on site and

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 the ability to meet tight timeframes.
• Working towards the CII Level 4 qualification desirable.
• Knowledge of Intelligent Office is desirable.

Responsibilities

• Provide dedicated, accurate and efficient sales support service for Financial Planning Consultants.
• Process new business, complete trades/fund switches, and liaise with product providers.
• Administer valuations, servicing transfers and client reviews to support meetings.
• Act as a link between client and consultant, keeping both updated on matters.
• Ensure client information is stored accurately on the system and complies with requirements.
• Prepare invoices for work completed for clients and issue policy documents as needed.
• Provide post-meeting admin support and ensure timely completion of tasks.
• Report any complaints, breaches or losses to the Compliance Manager promptly.
• Undertake additional duties as requested by Line Manager.

Skills

Admin support

Communication skills

MS Office proficiency

Pensions/investment knowledge

Time management

Intelligent Office knowledge

Education

CII Level 4 desirable

Tools

Intelligent Office

Job description

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 offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.

Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do:

• we do the right thing
• we are connected
• we care
• 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.

Role Overview

To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants

Role 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

Knowledge, Skills and Experience

• 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

We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week.

We’re committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.