Wealth Planning Support Specialist

Brooks Macdonald Group plc; Norwich; Hybrid; GBP 24,000 - 34,000; Full time

Job summary

Brooks Macdonald Group plc is seeking an organised Sales Support Assistant to provide dedicated admin support to Financial Planning Consultants within a wealth management setting. You will handle new business processing, client communications and ensure data accuracy across systems.

Proficiency in MS Office, clear communication and the ability to manage workloads to tight deadlines are essential; flexible in-office presence is expected, with three days on-site each week.

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 and achieve strict time scales.
• Working towards the CII Level 4 qualification desirable.
• Knowledge of Intelligent Office desirable.

Responsibilities

• Providing an efficient new business processing service for sales consultants, completing trades/fund switches, pension switches, investment top-ups and withdrawals, and liaising with product providers.
• Providing administration support in relation to valuations and transfer of servicing.
• Providing an effective link between the client and the consultant ensuring updates on financial affairs.
• Ensuring client information is stored and updated on relevant systems with compliance.
• Issuing original policy documents and ensuring accuracy of copy documents.
• Providing post meeting administration support to consultants within timescales.
• Reporting any complaints, breaches or losses to the Compliance Manager.
• undertaking reasonable additional duties as requested by Line Manager.

Skills

Administrative support

Microsoft Excel

Microsoft Word

Microsoft Outlook

Pensions knowledge

Investment knowledge

Communication skills

Time management

CII Level 4 (desirable)

Education

CII Level 4 (desirable)

Tools

Intelligent Office

Job description

Brooks Macdonald Group plc is seeking an organised Sales Support Assistant to provide dedicated admin support to Financial Planning Consultants within a wealth management setting. You will handle new business processing, client communications and ensure data accuracy across systems.

Proficiency in MS Office, clear communication and the ability to manage workloads to tight deadlines are essential; flexible in-office presence is expected, with three days on-site each week.