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 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
This is a 1 year FTC (maternity cover) to provide efficient and effective administrative support to select Executive Management members and Senior Leaders. Including but not limited to, diary management, inbox management, prioritisation, escalation, communication and document management.
To ensure adherence to administrative and compliance policy and procedures.
To liaise and communicate successfully with all areas of BM in organising Management’s Commitments.
To ensure own conduct and personal development meets the required standard for the role.
Role Responsibilities
* Participate and actively engage in the performance management process to attain and maintain competence within your role.
* Comply with applicable rules and regulations as stated by the regulator and set out in our internal policies.
* Responsible for identifying, escalating and mitigating risks.
Administration: (75%)
* Comprehensive administrative support to stakeholders at the highest level of quality, accuracy and timeliness.
* To pro‑actively and tactically manage diaries and inboxes to optimise the time of Management.
* Collation of documents from other senior leaders to ensure committee papers and actions are delivered on a timely basis.
* Coordinate business travel arrangements and plan itineraries.
* To ensure that all company policies and procedures are adhered to, identify enhancements and/or changes as they occur and escalating these to the required level.
* To communicate professionally and efficiently with external clients and internal stakeholders.
Project Management (10%)
To provide administrative support in relation to projects falling within the remit of Management.
* To adopt the effective and positive risk management culture at the firm.
* To ensure compliance procedures are met.
* To have an understanding of the regulatory environment and its relevance to your management’s area of responsibility.
* Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules.
Knowledge, Skills & Experience
* Excellent organisational and communication skills.
* Ability to engage diverse stakeholders.
* Excellent relationship and team building skills.
* Advanced technical ability on Microsoft Office.
* Adherence to Brooks Macdonald Code of Conduct.
* A sound understanding of the regulatory requirements.
* Excellent organisational, planning and prioritisation skills.
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