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

Provide an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers to ensure new business is set up correctly.
Provide administration support for valuations, transfer of servicing, and client reviews to enable sales consultants to conduct efficient client meetings.
Act as an effective link between the client and the consultant, ensuring both are kept up-to-date with all matters relating to their financial affairs.
Ensure all client information is stored on the relevant system, updated accurately and timely, and verify that all compliance requirements are met.
Prepare invoices for work completed for clients.
Issue original policy documents to clients where appropriate and check that copy documents/contract notes are issued within the agreed turnaround timescale, ensuring accuracy and client requirement reflection.
Provide post-meeting administration support to consultants, ensuring all work is completed within agreed timescales.
Report any complaints (formal or informal), breaches, or losses to the Compliance Manager at the earliest possible opportunity.
Undertake reasonable additional duties as requested by your Line Manager.

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.
Ability to prioritize and plan own workload, effectively manage own time, and achieve strict timescales.

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.

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.

Wealth Administrator at Brooks Macdonald

Wealth Administrator