Central Administrator
Full-time
Mid
Description
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 see an opportunity to lead the way within our sector in relation to sustainability and responsible investing. We have set a target for our direct footprint to be Net Zero by 2030 and continue to enhance our approach to responsible investment, which includes offering a dedicated service for clients with values-based objectives.
We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance. 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. We’re committed to promoting equal employment opportunities and positively encourage applications regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.
Collaboration and knowledge-sharing is important to us as a firm, and we value different ways of working. Employees are required to be in the office three days a week, with flexibility to work from home on the other two days
Role Overview
The Central Administrator provides essential operational and administrative support to the Financial Planning division at Brooks Macdonald. This role is responsible for ensuring the smooth execution of key processes such as managing Letters of Authority (LOAs), supporting annual reviews and valuations, maintaining accurate client records, and coordinating internal communications. Acting as a central point of contact for administrative tasks, the role contributes to the overall efficiency, compliance, and quality of client service.
Role Responsibilities:
Administrative Support
• Provide accurate and timely administrative support across client servicing, compliance documentation, and internal processes.
• Maintain and update client records and systems in line with company procedures and regulatory requirements.
• Assist with onboarding processes, document preparation, and data entry tasks.
Operational Delivery
• Ensure tasks are completed to a high standard and within agreed timeframes.
• Support the wider central administration team in meeting service level agreements and operational targets such as the packaging of suitability reports.
• Flag any issues or complex cases that require additional expertise to resolve to a senior team member.
• Monitoring and sorting of ingoing and outgoing post.
Compliance & Governance
• Follow internal policies and procedures to ensure compliance with FCA regulations and AML requirements.
• Assist in preparing documentation for internal reviews and audits.
• Maintain confidentiality and data integrity in all administrative activities.
• Ensuring any formal or informal complaints, breaches or losses are reported to the appropriate internal authority at the earliest opportunity.
Team Collaboration
• Work closely with colleagues across regional teams to ensure consistent and coordinated support.
• Participate in team meetings and contribute to a positive and collaborative working environment.
• Support knowledge sharing and continuous improvement initiatives.
• Undertake reasonable additional duties at the request of your line manager as may be required from time to time.
Stakeholder Interaction
• Respond to queries from internal teams and advisers in a professional and helpful manner.
• Ensure a client-focused approach in all communications and administrative tasks.
• Escalate complex queries or concerns to senior team members as appropriate.
Knowledge, Skills, & Experience
Essential
• Strong attention to detail and organisational skills.
• Good communication and interpersonal abilities.
• Ability to manage multiple tasks and prioritise effectively.
• Ability to produce detailed and accurate work consistently to a high standard.
• Proficient in Microsoft Office and CRM systems (e.g., Curo or similar).
Desirable
• Knowledge and understanding of financial planning and wealth products.
• Knowledge and understanding of annual review process for financial planning.
• Willingness to work towards financial planning and CII qualifications (e.g.: CF1 – UK Financial Services, Regulation & Ethics, LP2 – Financial Services Products & Solutions
Experience & Qualifications:
• Understanding of financial planning processes and regulatory requirements is beneficial.
• Educated to GCSE/A-Level standard; further professional development in administration is desirable
Corporate Values & Ethos:
• Client-focused, principled, and team-oriented.
• Acts with integrity, fairness, and professionalism.
• Committed to delivering high standards and supporting continuous improvement.
We see an opportunity to lead the way within our sector in relation to sustainability and responsible investing. We have set a target for our direct footprint to be Net Zero by 2030 and continue to enhance our approach to responsible investment, which includes offering a dedicated service for clients with values-based objectives.
We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance. 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. We’re committed to promoting equal employment opportunities and positively encourage applications regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.
Collaboration and knowledge-sharing is important to us as a firm, and we value different ways of working. Employees are required to be in the office three days a week, with flexibility to work from home on the other two days
Role Overview
The Central Administrator provides essential operational and administrative support to the Financial Planning division at Brooks Macdonald. This role is responsible for ensuring the smooth execution of key processes such as managing Letters of Authority (LOAs), supporting annual reviews and valuations, maintaining accurate client records, and coordinating internal communications. Acting as a central point of contact for administrative tasks, the role contributes to the overall efficiency, compliance, and quality of client service.
Role Responsibilities:
Administrative Support
• Provide accurate and timely administrative support across client servicing, compliance documentation, and internal processes.
• Maintain and update client records and systems in line with company procedures and regulatory requirements.
• Assist with onboarding processes, document preparation, and data entry tasks.
Operational Delivery
• Ensure tasks are completed to a high standard and within agreed timeframes.
• Support the wider central administration team in meeting service level agreements and operational targets such as the packaging of suitability reports.
• Flag any issues or complex cases that require additional expertise to resolve to a senior team member.
• Monitoring and sorting of ingoing and outgoing post.
Compliance & Governance
• Follow internal policies and procedures to ensure compliance with FCA regulations and AML requirements.
• Assist in preparing documentation for internal reviews and audits.
• Maintain confidentiality and data integrity in all administrative activities.
• Ensuring any formal or informal complaints, breaches or losses are reported to the appropriate internal authority at the earliest opportunity.
Team Collaboration
• Work closely with colleagues across regional teams to ensure consistent and coordinated support.
• Participate in team meetings and contribute to a positive and collaborative working environment.
• Support knowledge sharing and continuous improvement initiatives.
• Undertake reasonable additional duties at the request of your line manager as may be required from time to time.
Stakeholder Interaction
• Respond to queries from internal teams and advisers in a professional and helpful manner.
• Ensure a client-focused approach in all communications and administrative tasks.
• Escalate complex queries or concerns to senior team members as appropriate.
Knowledge, Skills, & Experience
Essential
• Strong attention to detail and organisational skills.
• Good communication and interpersonal abilities.
• Ability to manage multiple tasks and prioritise effectively.
• Ability to produce detailed and accurate work consistently to a high standard.
• Proficient in Microsoft Office and CRM systems (e.g., Curo or similar).
Desirable
• Knowledge and understanding of financial planning and wealth products.
• Knowledge and understanding of annual review process for financial planning.
• Willingness to work towards financial planning and CII qualifications (e.g.: CF1 – UK Financial Services, Regulation & Ethics, LP2 – Financial Services Products & Solutions
Experience & Qualifications:
• Understanding of financial planning processes and regulatory requirements is beneficial.
• Educated to GCSE/A-Level standard; further professional development in administration is desirable
Corporate Values & Ethos:
• Client-focused, principled, and team-oriented.
• Acts with integrity, fairness, and professionalism.
• Committed to delivering high standards and supporting continuous improvement.