Wealth Admin & Planning Support Specialist
Listed on 2026-10-01
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration, Data Entry -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Brooks Macdonald Group is seeking a sales support professional to assist Financial Planning Consultants with efficient processing of new business, client servicing and a seamless admin workflow. The role requires experience in wealth management administration, strong Excel/Outlook skills and solid communication abilities.
The position supports a hybrid work pattern with three days in the office and two days remote, and offers opportunities to grow within a client-focused firm.
We would love to welcome a new Wealth Admin & Planning Support Specialist to our team in United Kingdom.
The position is based in United Kingdom.
This opportunity is part of our work in Management & Operations.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Admin & Planning Support Specialist role in the description above.
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