Wealth Planning Support Specialist
Job in
Bridgend, Bridgend County, CF31, Wales, UK
Listed on 2026-07-14
Listing for:
Brooks Macdonald Group plc
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Brooks Macdonald Group plc is seeking a dedicated Sales Support professional in Bridgend to assist Financial Planning Consultants with efficient new business processing and client administration. The ideal candidate will have experience in administrative support within wealth management and proficiency with Microsoft Office applications.
This role is key in ensuring all client information is accurately maintained while promoting the principles of compliance and high performance. A CII Level 4 qualification is desirable, and the team emphasizes collaboration and flexibility in a vibrant workplace.
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