Wealth Management Administrator
Listed on 2026-10-11
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Administrative/Clerical
Office Administrator/ Coordinator, Finance Assistant, Data Entry -
Finance & Banking
Office Administrator/ Coordinator, Finance Assistant
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
This posting is for the Wealth Management Administrator — Flexible Working role at Brooks Macdonald Group, based in Altrincham, England, United Kingdom.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Altrincham, England, United Kingdom.
This opportunity is part of our work in Finance.
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