Wealth Planning Admin Specialist

Brooks Macdonald Group; Nuneaton; Hybrid; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Flexible working

Office days: 3 per week

Job summary

Brooks Macdonald Group plc is a leading UK wealth manager offering dedicated financial planning and investment services to private clients and advisers. The role provides efficient sales support, new business processing and admin assistance to enable consultants to run effective client meetings.

The post sits in a flexible working culture with a requirement to be in the office three days a week; strong organisation and communication are essential to meet strict timescales and regulatory

Qualifications

• Experience providing administrative support to advisers in wealth management.
• Proficient with Excel, Word and Outlook.
• Pensions and investment product knowledge.
• Excellent communication skills, both verbal and written.
• Ability to manage own workload and meet deadlines.

Responsibilities

• Provide new business processing for sales consultants and liaise with product providers.
• Assist with valuations, transfers and client reviews to support meetings.
• Keep client and consultant updated on financial matters.
• Ensure client data stored accurately on the system and compliant.
• Prepare invoices and issue policy documents within timelines.
• Provide post-meeting admin support and ensure timely completion.
• Report complaints or breaches to Compliance Manager.

Skills

Microsoft Excel

Microsoft Word

Outlook

Communication skills

Pensions knowledge

Investment knowledge

Time management

Education

CII Level 4 (desirable)

Tools

Intelligent Office

Job description

Brooks Macdonald Group plc is a leading UK wealth manager offering dedicated financial planning and investment services to private clients and advisers. The role provides efficient sales support, new business processing and admin assistance to enable consultants to run effective client meetings.

The post sits in a flexible working culture with a requirement to be in the office three days a week; strong organisation and communication are essential to meet strict timescales and regulatory