Wealth Management Administrator — Flexible Working

Brooks Macdonald Group; Altrincham; Hybrid; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Office in Altrincham

Hybrid working

Job summary

Brooks Macdonald Group invites applications for a Financial Services Administrator in Altrincham. The role supports financial consultants, clients and introducers, handling administrative tasks, paperwork, invoices, and client records with accuracy and discretion.

You will liaise with providers, draft reports, and maintain MI while ensuring compliance with processes. The position requires strong IT skills, experience in wealth management admin, and the ability to work flexibly in an office-based

Qualifications

• Experience as an Administrator within Wealth Management or similar.
• Strong IT skills and proficiency with Microsoft Office.
• Attention to detail and ability to manage multiple tasks.
• Excellent written and verbal communication with clients and stakeholders.

Responsibilities

• Prepare and process client paperwork for new and ongoing cases.
• Liaise with clients, providers and advisers to obtain and record accurate information.
• Generate and issue invoices; manage ad-hoc correspondence and reports.
• Maintain and update client records, fees and plan notes in the back office system.
• Prepare and issue as-hoc letters and MI reports for team meetings.
• Support the handling of post, calls and general office duties.

Skills

Organisational skills

Attention to detail

Time management

Communication

Tools

Intelliflo

Job description

Brooks Macdonald Group invites applications for a Financial Services Administrator in Altrincham. The role supports financial consultants, clients and introducers, handling administrative tasks, paperwork, invoices, and client records with accuracy and discretion.

You will liaise with providers, draft reports, and maintain MI while ensuring compliance with processes. The position requires strong IT skills, experience in wealth management admin, and the ability to work flexibly in an office-based