Wealth Planning Admin Specialist
Job in
Caerphilly, Caerphilly County, CF83, Wales, UK
Listed on 2026-06-01
Listing for:
Brooks Macdonald Group plc
Part Time
position Listed on 2026-06-01
Job specializations:
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Finance & Banking
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Administrative/Clerical
Job Description & How to Apply Below
Brooks Macdonald Group plc, a leading wealth management firm in the UK, is seeking a Sales Support professional. This role involves providing dedicated and efficient service to Financial Planning Consultants, ensuring accurate processing of new business and client information.
The successful candidate will have strong administrative skills, good knowledge of pensions and investments, and effective communication abilities. We promote flexible working with a requirement to be in the office 3 days per week.
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