Central Administrator - Financial Planning & Client Service

Brooks Macdonald Group plc; Norwich; Hybrid; GBP 25,000 - GBP 35,000; Full time

Job summary

A leading wealth management firm in the UK seeks a Central Administrator to provide essential administrative support to the Financial Planning division. This role will ensure efficient operations, maintain client records, and assist with compliance requirements. Candidates should possess strong attention to detail and excellent communication skills, alongside a willingness to pursue relevant qualifications. This position offers a hybrid work model with three days in-office and two days remote.

Qualifications

• Strong attention to detail and organisational skills.
• Good communication and interpersonal abilities.
• Ability to manage multiple tasks and prioritise effectively.
• Proficient in Microsoft Office and CRM systems.
• Knowledge of financial planning processes and regulatory requirements is beneficial.

Responsibilities

• Provide accurate and timely administrative support across client servicing.
• Maintain and update client records and systems.
• Assist with onboarding processes and document preparation.
• Ensure tasks are completed to a high standard.
• Support the wider central administration team in meeting operational targets.

Skills

Attention to detail

Organisational skills

Communication skills

Interpersonal abilities

Ability to manage multiple tasks

Microsoft Office proficiency

Knowledge of financial planning

Education

GCSE/A-Level standard

Tools

CRM systems (e.g., Curo)

Job description

A leading wealth management firm in the UK seeks a Central Administrator to provide essential administrative support to the Financial Planning division. This role will ensure efficient operations, maintain client records, and assist with compliance requirements. Candidates should possess strong attention to detail and excellent communication skills, alongside a willingness to pursue relevant qualifications. This position offers a hybrid work model with three days in-office and two days remote.