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Financial Planning Operations Administrator

Job in Cardiff, Cardiff City Area, CF10, Wales, UK
Listing for: Brooks Macdonald
Full Time position
Listed on 2026-07-14
Job specializations:
  • Business
    Office Administrator/ Coordinator
Job Description & How to Apply Below

Brooks Macdonald is seeking a Central Administrator in the Financial Planning division to provide essential operational support. You will manage LOAs, support annual reviews and valuations, maintain client records, and coordinate internal communications to ensure efficiency and high-quality service.

The role requires strong attention to detail, proficiency in MS Office, and experience with CRM systems. You will work with advisers and internal teams to uphold governance and regulatory standards.

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