Brooks Macdonald
Financial Planning Assistant
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Financial Planning Assistant
Brooks Macdonald Group plc
Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.
We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance. Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do: we do the right thing, we are connected, we care, we make a difference.
We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients.
Role Overview
To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants.
Role Responsibilities
- Providing an efficient new business processing service for sales consultants, completing trades/fund switches, pension switches, investment top-ups and withdrawals, and liaising with product providers and ensuring that new business is set up correctly.
- Providing administration support in relation to valuations and transfer of servicing.
- Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs.
- Ensuring that all client information is stored on the relevant system, and it is updated accurately and timely.
- Checking that all compliance requirements are met.
- Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client.
- Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales.
- Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Manager at the earliest possible opportunity.
- To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time.
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Knowledge, Skills and Experience
- Experience providing administrative support to advisers within a wealth management organisation is desirable.
- Proficient with Microsoft Excel, Word and Outlook.
- Demonstrable pensions and investment product knowledge.
- Excellent communication skills both verbal and written.
- Prioritise and plan own workload, with an ability to effectively manage own time and achieve strict time scales.
- Working towards the CII Level 4 qualification desirable.
- A knowledge of Intelligent Office desirable.
We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week.
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Equal Employment Opportunities
We’re committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.
Join Us
If you are a highly motivated individual, who is looking for a challenging but rewarding career, we want to hear from you. Introduce yourself to our recruitment team and we'll get in touch if there's an opportunity that seems like a good match.
We help all our people to meet their full potential through innovative, effective and engaging experiences. We know there’s no better way to learn and develop than through hands-on experience and everyday challenges, blended with formal learning, and we encourage everyone to take ownership of their personal and professional development.
Nurturing our employees to reach their full potential is central to our success as a business. We offer our employees support with their ongoing development through a number of initiatives including professional qualifications, and training and development programmes.
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