BR

Wealth Planning Support Administrator

Brooks Macdonald nuneaton Posted 19 Oct 2026 Closing: 18 Nov 2026
Permanent
Competitive
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Job Description & Overview

Brooks Macdonald Group plc is a leading UK wealth management firm providing multi-asset investment services and private client planning. We are seeking a diligent Sales Support professional to assist Financial Planning Consultants with new business processing, valuations, client reviews and compliance updates.

The role requires accurate admin support, strong Excel/Word/Outlook skills and a collaborative approach.

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Key Details
  • Date Posted: 19 Oct 2026
  • Location: nuneaton
  • Employment Type: Permanent
  • Category: Finance, Sales
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Employer Information
BR
Brooks Macdonald
Verified Transport Employer

Verified transport and logistics firm operating commercial fleets across the UK network.

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