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Wealth Management Administrator - Flexible Working

Posted 1 day 20 hours ago by Brooks Macdonald Group

Permanent
Full Time
Other
Cheshire, Altrincham, United Kingdom, WA141
Job Description

Brooks Macdonald Group invites applications for a Financial Services Administrator in Altrincham. The role supports financial consultants, clients and introducers, handling administrative tasks, paperwork, invoices, and client records with accuracy and discretion.

You will liaise with providers, draft reports, and maintain MI while ensuring compliance with processes. The position requires strong IT skills, experience in wealth management admin, and the ability to work flexibly in an office-based

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